BAI

iShares A.I. Innovation and Tech Active ETF

275 hedge funds and large institutions have $1.98B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
176
Interchange Capital Partners
Pennsylvania
$492K
RWS
177
Retirement Wealth Solutions
Wisconsin
$485K
CIA
178
Concurrent Investment Advisors
Florida
$485K
WP
179
WealthPLAN Partners
Nebraska
$484K
TL
180
Tradewinds LLC
North Carolina
$462K
MWA
181
Merkkuri Wealth Advisors
New York
$462K
MSFP
182
Mark Sheptoff Financial Planning
Connecticut
$461K
RW
183
Regimen Wealth
Georgia
$458K
VPF
184
Vantage Point Financial
Illinois
$456K
NCM
185
Northwest Capital Management
Oregon
$448K
CFD
186
Creative Financial Designs
Indiana
$442K
FHC
187
First Heartland Consultants
Missouri
$426K
BFS
188
BridgePort Financial Solutions
Iowa
$412K
FRA
189
FFG Retirement Advisors
Colorado
$393K
VCP
190
Verus Capital Partners
Arizona
$393K
SPI
191
Sutton Place Investors
New York
$389K
WAL
192
W Advisors LLC
Tennessee
$383K
LIA
193
LifePlan Investment Advisors
North Carolina
$376K
NL
194
NWAM LLC
Washington
$354K
RCM
195
Raleigh Capital Management
North Carolina
$351K
BIG
196
Brookwood Investment Group
Arizona
$350K
CWA
197
Clearview Wealth Advisors
Oregon
$348K
BI
198
Bramshill Investments
Florida
$346K
TCA
199
Transcend Capital Advisors
New Jersey
$345K
WCM
200
WealthTrak Capital Management
Virginia
$329K