BAI

iShares A.I. Innovation and Tech Active ETF

371 hedge funds and large institutions have $6.18B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.18B
2 +$419M
3 +$179M
4
JP Morgan Chase
JP Morgan Chase
New York
+$158M
5
Morgan Stanley
Morgan Stanley
New York
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
Simplicity Wealth
New Jersey
$2.41M
PIA
152
Pinion Investment Advisors
Kansas
$2.36M
SVWG
153
Shared Vision Wealth Group
United States
$2.32M
VAS
154
Vestmark Advisory Solutions
Massachusetts
$2.3M
LF
155
Lantz Financial
Illinois
$2.27M
JWCA
156
J.W. Cole Advisors
Florida
$2.24M
AWE
157
Avidian Wealth Enterprises
Texas
$2.24M
TF
158
Theory Financial
Colorado
$2.22M
AA
159
Ancora Advisors
Ohio
$2.14M
BCM
160
Berbice Capital Management
New York
$2.08M
HPM
161
Hoxton Planning & Management
West Virginia
$2.07M
CPG
162
Cornerstone Planning Group
New Jersey
$2.05M
KPWS
163
Kestra Private Wealth Services
Texas
$2.05M
GWSA
164
Global Wealth Strategies & Associates
Colorado
$2.03M
BWMG
165
Barnes Wealth Management Group
California
$1.98M
FWP
166
Firethorn Wealth Partners
Georgia
$1.96M
VCP
167
Verus Capital Partners
Arizona
$1.95M
EPW
168
Endeavor Private Wealth
Kansas
$1.87M
RA
169
RFG Advisory
Alabama
$1.84M
MCM
170
M1 Capital Management
Michigan
$1.81M
GM
171
GeoWealth Management
Illinois
$1.78M
RWS
172
Retirement Wealth Solutions
Wisconsin
$1.75M
MHC
173
May Hill Capital
Massachusetts
$1.74M
FFN
174
Focus Financial Network
Minnesota
$1.74M
BRWA
175
B. Riley Wealth Advisors
Florida
$1.69M