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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
WCM
201
WealthTrak Capital Management
Virginia
$329K +$279K +11,391 New
EFG
202
Elios Financial Group
Ohio
$320K +$272K +11,092 New
WIA
203
World Investment Advisors
California
$315K +$267K +10,918 New
SAW
204
Signal Advisors Wealth
Michigan
$307K +$261K +10,647 New
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$307K +$260K +10,637 New
MWM
206
Maripau Wealth Management
Indiana
$306K +$261K +10,645 New
UAG
207
United Advisor Group
Ohio
$292K +$247K +10,104 New
HI
208
Harbour Investments
Wisconsin
$288K +$244K +9,972 New
ACM
209
Absolute Capital Management
Pennsylvania
$284K +$241K +9,836 New
VCP
210
Verus Capital Partners
Arizona
$281K +$238K +9,725 New
DAS
211
Diversify Advisory Services
Utah
$280K +$212K +8,673 New
SPC
212
Sigma Planning Corp
Michigan
$278K +$236K +9,644 New
RSWM
213
Robertson Stephens Wealth Management
California
$261K +$221K +9,032 New
AWM
214
Apex Wealth Management
New Hampshire
$260K +$221K +9,013 New
FAIM
215
Financial Advocates Investment Management
Washington
$259K +$219K +8,965 New
BWA
216
BCU Wealth Advisors
Illinois
$253K +$214K +8,754 New
AIA
217
Accelerate Investment Advisors
California
$244K +$207K +8,465 New
IIA
218
IPG Investment Advisors
California
$238K +$202K +8,250 New
FA
219
Fedenia Advisers
Wisconsin
$237K +$201K +8,212 New
PWM
220
Perigon Wealth Management
California
$237K +$201K +8,200 New
SFA
221
Semmax Financial Advisors
North Carolina
$235K +$181K +7,409 New
TWP
222
Tempus Wealth Planning
California
$227K +$192K +7,851 New
Betterment LLC
223
Betterment LLC
New York
$219K +$186K +7,587 New
BOSSRA
224
B.O.S.S. Retirement Advisors
Utah
$218K +$185K +7,547 New
CCG
225
Catalina Capital Group
California
$217K +$184K +7,512 New
7 8
9
10 11

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.