BAI

iShares A.I. Innovation and Tech Active ETF

378 hedge funds and large institutions have $6.24B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 235 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
SWP
151
Stratos Wealth Partners
Ohio
$2.55M
FTUS
152
Flow Traders U.S.
New York
$2.55M
LWM
153
Liberty Wealth Management
California
$2.51M
GWP
154
Gateway Wealth Partners
Wisconsin
$2.5M
SW
155
Simplicity Wealth
New Jersey
$2.41M
PIA
156
Pinion Investment Advisors
Kansas
$2.36M
SVWG
157
Shared Vision Wealth Group
United States
$2.32M
VAS
158
Vestmark Advisory Solutions
Massachusetts
$2.3M
LF
159
Lantz Financial
Illinois
$2.27M
JWCA
160
J.W. Cole Advisors
Florida
$2.24M
AWE
161
Avidian Wealth Enterprises
Texas
$2.24M
TF
162
Theory Financial
Colorado
$2.22M
AA
163
Ancora Advisors
Ohio
$2.14M
BCM
164
Berbice Capital Management
New York
$2.08M
HPM
165
Hoxton Planning & Management
West Virginia
$2.07M
CPG
166
Cornerstone Planning Group
New Jersey
$2.05M
KPWS
167
Kestra Private Wealth Services
Texas
$2.05M
GWSA
168
Global Wealth Strategies & Associates
Colorado
$2.03M
BWMG
169
Barnes Wealth Management Group
California
$1.98M
FWP
170
Firethorn Wealth Partners
Georgia
$1.96M
VCP
171
Verus Capital Partners
Arizona
$1.95M
EPW
172
Endeavor Private Wealth
Kansas
$1.87M
RA
173
RFG Advisory
Alabama
$1.84M
MCM
174
M1 Capital Management
Michigan
$1.81M
GM
175
GeoWealth Management
Illinois
$1.78M