BAI

iShares A.I. Innovation and Tech Active ETF

276 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
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
SJGA
176
Stephen J. Garry & Associates
New York
$503K
ICP
177
Interchange Capital Partners
Pennsylvania
$492K
RWS
178
Retirement Wealth Solutions
Wisconsin
$485K
CIA
179
Concurrent Investment Advisors
Florida
$485K
WP
180
WealthPLAN Partners
Nebraska
$484K
TL
181
Tradewinds LLC
North Carolina
$462K
MWA
182
Merkkuri Wealth Advisors
New York
$462K
MSFP
183
Mark Sheptoff Financial Planning
Connecticut
$461K
RW
184
Regimen Wealth
Georgia
$458K
VPF
185
Vantage Point Financial
Illinois
$456K
NCM
186
Northwest Capital Management
Oregon
$448K
CFD
187
Creative Financial Designs
Indiana
$442K
FHC
188
First Heartland Consultants
Missouri
$426K
BFS
189
BridgePort Financial Solutions
Iowa
$412K
FRA
190
FFG Retirement Advisors
Colorado
$393K
VCP
191
Verus Capital Partners
Arizona
$393K
SPI
192
Sutton Place Investors
New York
$389K
WAL
193
W Advisors LLC
Tennessee
$383K
LIA
194
LifePlan Investment Advisors
North Carolina
$376K
NL
195
NWAM LLC
Washington
$354K
RCM
196
Raleigh Capital Management
North Carolina
$351K
BIG
197
Brookwood Investment Group
Arizona
$350K
CWA
198
Clearview Wealth Advisors
Oregon
$348K
BI
199
Bramshill Investments
Florida
$346K
TCA
200
Transcend Capital Advisors
New Jersey
$345K