BAI

iShares A.I. Innovation and Tech Active ETF

377 hedge funds and large institutions have $6.2B 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, 234 increasing their positions, 10 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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

Top Sellers

1 -$19.3M
2 -$5.03M
3 -$4.62M
4
GS
GTS Securities
New York
-$1.66M
5
MYIA
Mount Yale Investment Advisors
Colorado
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
151
Flow Traders U.S.
New York
$2.55M
LWM
152
Liberty Wealth Management
California
$2.51M
GWP
153
Gateway Wealth Partners
Wisconsin
$2.5M
SW
154
Simplicity Wealth
New Jersey
$2.41M
PIA
155
Pinion Investment Advisors
Kansas
$2.36M
SVWG
156
Shared Vision Wealth Group
United States
$2.32M
VAS
157
Vestmark Advisory Solutions
Massachusetts
$2.3M
LF
158
Lantz Financial
Illinois
$2.27M
JWCA
159
J.W. Cole Advisors
Florida
$2.24M
AWE
160
Avidian Wealth Enterprises
Texas
$2.24M
TF
161
Theory Financial
Colorado
$2.22M
AA
162
Ancora Advisors
Ohio
$2.14M
BCM
163
Berbice Capital Management
New York
$2.08M
HPM
164
Hoxton Planning & Management
West Virginia
$2.07M
CPG
165
Cornerstone Planning Group
New Jersey
$2.05M
KPWS
166
Kestra Private Wealth Services
Texas
$2.05M
GWSA
167
Global Wealth Strategies & Associates
Colorado
$2.03M
BWMG
168
Barnes Wealth Management Group
California
$1.98M
FWP
169
Firethorn Wealth Partners
Georgia
$1.96M
VCP
170
Verus Capital Partners
Arizona
$1.95M
EPW
171
Endeavor Private Wealth
Kansas
$1.87M
RA
172
RFG Advisory
Alabama
$1.84M
MCM
173
M1 Capital Management
Michigan
$1.81M
GM
174
GeoWealth Management
Illinois
$1.78M
RWS
175
Retirement Wealth Solutions
Wisconsin
$1.75M