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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

277 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27 → 277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78% → 95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538M
2
LPL Financial
LPL Financial
California
+$179M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$64.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.03M
2
BSG
Black Swift Group
Colorado
-$688K
3
SS
Sunbelt Securities
Texas
-$257K
4
FMP
Financial Management Professionals
Texas
-$99.8K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
151
Theory Financial
Colorado
$759K +$595K +24,304 New
OMC
152
Old Mission Capital
Illinois
$753K +$639K +26,115 New
ATPW
153
Ashton Thomas Private Wealth
Arizona
$753K +$638K +26,084 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$732K +$621K +25,359 New
AWM
155
Apollon Wealth Management
South Carolina
$730K +$619K +25,306 New
IA
156
IFP Advisors
Florida
$720K +$611K +24,954 New
FWP
157
Firethorn Wealth Partners
Georgia
$708K +$600K +24,531 New
AWE
158
Avidian Wealth Enterprises
Texas
$686K +$582K +23,769 New
VAS
159
Vestmark Advisory Solutions
Massachusetts
$671K +$569K +23,250 New
BEI
160
Benjamin Edwards Inc
Missouri
$653K +$554K +22,633 New
MLA
161
My Legacy Advisors
Oregon
$622K +$525K +21,439 New
CWM
162
Centurion Wealth Management
Virginia
$620K +$526K +21,507 New
WFS
163
WealthGarden F.S.
California
$615K +$482K +19,696 New
PA
164
PFG Advisors
Arizona
$604K +$512K +20,933 New
FW
165
FullCircle Wealth
Texas
$600K +$471K +19,254 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$597K +$507K +20,710 New
CA
167
CoreCap Advisors
Michigan
$591K +$501K +20,479 New
RIM
168
Redwood Investment Management
Arizona
$582K +$494K +20,174 New
SVWG
169
Shared Vision Wealth Group
United States
$559K +$439K +17,915 New
BRWA
170
B. Riley Wealth Advisors
Florida
$551K +$468K +19,113 New
JWCA
171
J.W. Cole Advisors
Florida
$546K +$463K +18,928 New
IA
172
IFG Advisory
Georgia
$545K +$463K +18,906 New
RFP
173
RCS Financial Planning
Maryland
$531K +$450K +18,398 New
HighTower Advisors
174
HighTower Advisors
Illinois
$530K +$450K +18,368 New
BW
175
Blalock Williams
Alabama
$529K +$449K +18,325 New
5 6
7
8 9

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.