BAI

iShares A.I. Innovation and Tech Active ETF

273 hedge funds and large institutions have $1.97B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+246
Holders Change %
+911.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
248
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
176
Concurrent Investment Advisors
Florida
$485K +$485K +16,797 New
WP
177
WealthPLAN Partners
Nebraska
$484K +$484K +16,793 New
MWA
178
Merkkuri Wealth Advisors
New York
$462K +$462K +16,000 New
TL
179
Tradewinds LLC
North Carolina
$462K +$462K +16,000 New
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$461K +$75K +2,600 +19%
RW
181
Regimen Wealth
Georgia
$458K +$458K +15,888 New
VPF
182
Vantage Point Financial
Illinois
$456K +$456K +15,809 New
NCM
183
Northwest Capital Management
Oregon
$448K +$448K +15,542 New
CFD
184
Creative Financial Designs
Indiana
$442K +$442K +15,320 New
FHC
185
First Heartland Consultants
Missouri
$426K +$426K +14,754 New
BFS
186
BridgePort Financial Solutions
Iowa
$412K +$412K +14,277 New
FRA
187
FFG Retirement Advisors
Colorado
$393K +$393K +13,624 New
VCP
188
Verus Capital Partners
Arizona
$393K +$393K +13,609 New
SPI
189
Sutton Place Investors
New York
$389K +$389K +13,468 New
WAL
190
W Advisors LLC
Tennessee
$383K +$383K +13,292 New
LIA
191
LifePlan Investment Advisors
North Carolina
$376K +$376K +13,047 New
NL
192
NWAM LLC
Washington
$354K +$354K +11,393 New
RCM
193
Raleigh Capital Management
North Carolina
$351K +$351K +12,178 New
BIG
194
Brookwood Investment Group
Arizona
$350K +$350K +12,147 New
CWA
195
Clearview Wealth Advisors
Oregon
$348K +$348K +12,053 New
BI
196
Bramshill Investments
Florida
$346K +$346K +12,000 New
TCA
197
Transcend Capital Advisors
New Jersey
$345K +$345K +11,974 New
WCM
198
WealthTrak Capital Management
Virginia
$329K +$329K +11,391 New
EFG
199
Elios Financial Group
Ohio
$320K +$320K +11,092 New
WIA
200
World Investment Advisors
California
$315K +$315K +10,918 New