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BAI

iShares A.I. Innovation and Tech Active ETF

508 hedge funds and large institutions have $8.54B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

923% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 31

825% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 16

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

36% more capital invested

Capital invested by funds: $6.27B → $8.54B (+$2.27B)

33% more funds holding

Funds holding: 383508 (+125)

12.95% less ownership

Funds ownership: 119.3%106.36% (-13%)

Holders
508
Holders Change
+125
Holders Change %
+32.64%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.21%
New
148
Increased
317
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
151
Vertex Planning Partners
Illinois
$4.78M +$82.8K +2,388 +2%
BBWP
152
Beacon Bridge Wealth Partners
Pennsylvania
$4.78M +$4.98M +143,582 New
ATPW
153
Ashton Thomas Private Wealth
Arizona
$4.72M +$1.16M +33,341 +31%
MFA
154
Mayflower Financial Advisors
Massachusetts
$4.68M +$441K +12,727 +10%
IDA
155
Intelligence Driven Advisers
California
$4.67M +$4.86M +140,218 New
SWM
156
SigFig Wealth Management
California
$4.64M +$276K +7,954 +6%
TPWA
157
Twin Peaks Wealth Advisors
California
$4.63M +$987K +28,473 +28%
IFG
158
Independent Financial Group
California
$4.6M +$2.37M +68,255 +98%
WWA
159
WCG Wealth Advisors
Nevada
$4.57M +$4.76M +137,297 New
JESC
160
J.E. Simmons & Co
Texas
$4.37M +$4.55M +131,348 New
HWM
161
Hobbs Wealth Management
Indiana
$4.36M +$73.9K +2,132 +2%
Goldman Sachs
162
Goldman Sachs
New York
$4.31M +$4.25M +122,476 +1,762%
KWM
163
Keebeck Wealth Management
Illinois
$4.28M +$1.13M +32,603 +34%
PWM
164
Peak Wealth Management
New Hampshire
$4.24M +$4.42M +127,416 New
CWAI
165
Core Wealth Advisors (Indiana)
Indiana
$4.23M +$4.4M +126,881 New
EFG
166
Embree Financial Group
Illinois
$4.21M +$2.69M +77,707 +160%
MW
167
Maia Wealth
Colorado
$4.18M -$551K -15,907 -12%
DF
168
Daviman Financial
Indiana
$4.14M +$4.31M +124,226 New
GWP
169
Gen-Wealth Partners
Michigan
$4.01M +$468K +13,490 +13%
TVM
170
True Vision MN
Minnesota
$3.86M +$25.2K +727 +0.6%
SF
171
SWP Financial
California
$3.86M +$198K +5,723 +5%
TC
172
Town Capital
Maryland
$3.85M +$4.01M +115,683 New
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$3.73M +$903K +26,037 +30%
VA
174
VestGen Advisors
Illinois
$3.71M -$3.94M -113,620 -50%
EPW
175
Endeavor Private Wealth
Kansas
$3.59M +$1.84M +53,203 +97%