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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 1 → 10 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277 → 383 (+106)

23.62% more ownership

Funds ownership: 95.68% → 119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09B
2
LPL Financial
LPL Financial
California
+$387M
3
PAS
Park Avenue Securities
New York
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$146M
5
Morgan Stanley
Morgan Stanley
New York
+$97.5M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$4.64M
2
Jane Street
Jane Street
New York
-$4.62M
3
GS
GTS Securities
New York
-$1.66M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
5
EL
EWA LLC
Pennsylvania
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$2.74M +$1.74M +55,272 +221%
CAG
152
Csenge Advisory Group
Florida
$2.74M +$1.52M +48,282 +152%
SIM
153
SSI Investment Management
California
$2.72M +$2.51M +79,523 New
SWP
154
Stratos Wealth Partners
Ohio
$2.55M +$2.35M +74,609 New
FTUS
155
Flow Traders U.S.
New York
$2.55M +$2.35M +74,519 New
LWM
156
Liberty Wealth Management
California
$2.51M +$311K +9,852 +16%
GWP
157
Gateway Wealth Partners
Wisconsin
$2.5M +$1.45M +45,928 +169%
SW
158
Simplicity Wealth
New Jersey
$2.41M +$485K +15,371 +28%
IFG
159
Independent Financial Group
California
$2.39M +$383K +12,136 +21%
PIA
160
Pinion Investment Advisors
Kansas
$2.36M +$2.09M +66,198 New
SVWG
161
Shared Vision Wealth Group
United States
$2.32M +$1.57M +49,824 +278%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$2.3M +$1.39M +44,173 +190%
LF
163
Lantz Financial
Illinois
$2.27M +$1.22M +38,522 +138%
JWCA
164
J.W. Cole Advisors
Florida
$2.24M +$1.47M +46,603 +246%
AWE
165
Avidian Wealth Enterprises
Texas
$2.24M +$1.32M +41,760 +176%
TF
166
Theory Financial
Colorado
$2.22M +$1.23M +39,028 +161%
AA
167
Ancora Advisors
Ohio
$2.14M +$1.98M +62,656 New
BCM
168
Berbice Capital Management
New York
$2.08M +$713K +22,616 +59%
HPM
169
Hoxton Planning & Management
West Virginia
$2.07M +$1.05M +33,307 +122%
CPG
170
Cornerstone Planning Group
New Jersey
$2.05M +$1.74M +55,241 +21,495%
KPWS
171
Kestra Private Wealth Services
Texas
$2.05M +$1.9M +60,084 New
GWSA
172
Global Wealth Strategies & Associates
Colorado
$2.03M +$788K +24,977 +72%
BWMG
173
Barnes Wealth Management Group
California
$1.98M +$900K +28,543 +97%
FWP
174
Firethorn Wealth Partners
Georgia
$1.96M +$1.04M +32,900 +134%
EPW
175
Endeavor Private Wealth
Kansas
$1.87M +$454K +14,387 +36%
5 6
7
8 9

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.