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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
HighTower Advisors
201
HighTower Advisors
Illinois
$2.57M -$475K -13,707 -15%
SS
202
Sunbelt Securities
Texas
$2.51M +$959K +27,655 +58%
VAS
203
Vestmark Advisory Solutions
Massachusetts
$2.48M +$250K +7,200 +11%
PA
204
PFG Advisors
Arizona
$2.43M +$1.7M +49,111 +207%
CA
205
CoreCap Advisors
Michigan
$2.36M +$824K +23,780 +50%
TF
206
Theory Financial
Colorado
$2.36M +$169K +4,880 +8%
PRAG
207
Portfolio Resources Advisor Group
Florida
$2.35M +$2.45M +70,584 New
FRA
208
FFG Retirement Advisors
Colorado
$2.35M +$824K +23,784 +51%
BCM
209
Berbice Capital Management
New York
$2.32M +$305K +8,797 +14%
GWSA
210
Global Wealth Strategies & Associates
Colorado
$2.3M +$328K +9,461 +16%
KCM
211
KM Capital Management
Texas
$2.29M +$2.38M +68,681 New
UAG
212
United Advisor Group
Ohio
$2.28M +$1.92M +55,355 +423%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$2.26M +$2.35M +67,761 New
MWA
214
Merkkuri Wealth Advisors
New York
$2.24M +$1.09M +31,538 +88%
CPG
215
Cornerstone Planning Group
New Jersey
$2.23M +$217K +6,271 +11%
MHC
216
May Hill Capital
Massachusetts
$2.21M +$527K +15,215 +30%
HPM
217
Hoxton Planning & Management
West Virginia
$2.17M +$149K +4,312 +7%
MYIA
218
Mount Yale Investment Advisors
Colorado
$2.16M +$2.25M +64,867 New
PIA
219
Panoramic Investment Advisors
Colorado
$2.16M +$1.2M +34,541 +114%
MCM
220
M1 Capital Management
Michigan
$2.14M +$390K +11,241 +21%
DWA
221
Davis Wealth Advisors
New Hampshire
$2.08M +$2.17M +62,560 New
RIM
222
Redwood Investment Management
Arizona
$2.08M +$1.39M +39,989 +179%
AWE
223
Avidian Wealth Enterprises
Texas
$2.04M -$146K -4,218 -6%
TWP
224
Tyche Wealth Partners
Texas
$2.02M +$524K +15,107 +33%
FWP
225
Firethorn Wealth Partners
Georgia
$2.02M +$115K +3,319 +6%