We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF
BAI

277 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 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27 → 277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78% → 95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$538M
2
LPL Financial
LPL Financial
California
+$179M
3
JP Morgan Chase
JP Morgan Chase
New York
+$96.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$64.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.03M
2
BSG
Black Swift Group
Colorado
-$688K
3
SS
Sunbelt Securities
Texas
-$257K
4
FMP
Financial Management Professionals
Texas
-$99.8K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
176
Commonwealth Retirement Investments
Virginia
$515K +$437K +17,868 New
SJGA
177
Stephen J. Garry & Associates
New York
$503K +$427K +17,445 New
ICP
178
Interchange Capital Partners
Pennsylvania
$492K +$419K +17,126 New
RWS
179
Retirement Wealth Solutions
Wisconsin
$485K +$411K +16,801 New
CIA
180
Concurrent Investment Advisors
Florida
$485K +$411K +16,797 New
WP
181
WealthPLAN Partners
Nebraska
$484K +$411K +16,793 New
MWA
182
Merkkuri Wealth Advisors
New York
$462K +$392K +16,000 New
TL
183
Tradewinds LLC
North Carolina
$462K +$392K +16,000 New
MSFP
184
Mark Sheptoff Financial Planning
Connecticut
$461K +$63.6K +2,600 +19%
RW
185
Regimen Wealth
Georgia
$458K +$389K +15,888 New
VPF
186
Vantage Point Financial
Illinois
$456K +$387K +15,809 New
NCM
187
Northwest Capital Management
Oregon
$448K +$380K +15,542 New
CFD
188
Creative Financial Designs
Indiana
$442K +$375K +15,320 New
FHC
189
First Heartland Consultants
Missouri
$426K +$361K +14,754 New
BFS
190
BridgePort Financial Solutions
Iowa
$412K +$349K +14,277 New
FRA
191
FFG Retirement Advisors
Colorado
$393K +$333K +13,624 New
SPI
192
Sutton Place Investors
New York
$389K +$330K +13,468 New
WAL
193
W Advisors LLC
Tennessee
$383K +$325K +13,292 New
LIA
194
LifePlan Investment Advisors
North Carolina
$376K +$319K +13,047 New
NL
195
NWAM LLC
Washington
$356K +$279K +11,393 New
RCM
196
Raleigh Capital Management
North Carolina
$351K +$298K +12,178 New
BIG
197
Brookwood Investment Group
Arizona
$350K +$297K +12,147 New
CWA
198
Clearview Wealth Advisors
Oregon
$348K +$295K +12,053 New
BI
199
Bramshill Investments
Florida
$346K +$294K +12,000 New
TCA
200
Transcend Capital Advisors
New Jersey
$345K +$293K +11,974 New
6 7
8
9 10

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.