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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
CWP
176
Cyndeo Wealth Partners
Florida
$3.58M +$3.72M +107,428 New
CWM
177
Curtis Wealth Management
Nevada
$3.53M +$3.54M +102,149 New
LWA
178
Lifelong Wealth Advisors
Minnesota
$3.47M +$2.11M +60,801 +140%
PIA
179
Polaris Investment Advisors
Massachusetts
$3.4M +$3.54M +102,064 New
ATS
180
Ashton Thomas Securities
New York
$3.27M +$223K +6,431 +7%
SPAS
181
Spectrum Planning & Advisory Services
California
$3.27M +$157K +4,529 +5%
AIM
182
Advyzon Investment Management
Illinois
$3.27M +$2.99M +86,365 +737%
OWCM
183
One Wealth Capital Management
Arizona
$3.15M +$202K +5,813 +7%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$3.13M +$419K +12,078 +15%
IA
185
IFP Advisors
Florida
$3.1M +$451K +13,004 +16%
TWM
186
Tradition Wealth Management
Minnesota
$3.1M +$150K +4,320 +5%
CAG
187
Csenge Advisory Group
Florida
$3.09M +$443K +12,774 +16%
B
188
Bedminster
South Carolina
$3.06M +$3.18M +91,858 New
CWM
189
Centurion Wealth Management
Virginia
$2.95M +$286K +8,264 +10%
BBA
190
Braun-Bostich & Associates
Pennsylvania
$2.88M +$191K +5,503 +7%
SW
191
Simplicity Wealth
New Jersey
$2.81M +$479K +13,811 +20%
PIA
192
Pinion Investment Advisors
Kansas
$2.77M +$590K +17,031 +26%
AWA
193
A4 Wealth Advisors
North Carolina
$2.75M +$1.29M +37,203 +82%
GWP
194
Gateway Wealth Partners
Wisconsin
$2.72M +$298K +8,587 +12%
LFWA
195
LiftPoint Family Wealth Advisors
New Jersey
$2.72M +$2.83M +81,675 New
LF
196
Lantz Financial
Illinois
$2.7M +$501K +14,460 +22%
BOSSRA
197
B.O.S.S. Retirement Advisors
Utah
$2.66M +$1.7M +49,025 +158%
LWM
198
Liberty Wealth Management
California
$2.64M +$219K +6,326 +9%
SVWG
199
Shared Vision Wealth Group
United States
$2.61M +$268K +7,729 +11%
JWCA
200
J.W. Cole Advisors
Florida
$2.6M +$431K +12,433 +19%