BAI

iShares A.I. Innovation and Tech Active ETF

27 hedge funds and large institutions have $42.9M invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+18
Holders Change %
+200%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
1
Abundance Wealth Counselors
Pennsylvania
$21.3M +$21.3M +972,386 New
BlackRock
2
BlackRock
New York
$8.76M
LPL Financial
3
LPL Financial
California
$6.56M +$6.56M +299,696 New
SWM
4
StoneCrest Wealth Management
Arizona
$2.83M +$2.83M +129,129 New
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$1.05M +47,770 New
BSG
6
Black Swift Group
Colorado
$688K -$20.8K -950 -3%
MA
7
Mutual Advisors
Nebraska
$548K +$548K +24,310 New
SS
8
Sunbelt Securities
Texas
$362K +$230K +10,485 +173%
MSFP
9
Mark Sheptoff Financial Planning
Connecticut
$293K +$177K +8,100 +153%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$152K +$152K +6,960 New
FMP
11
Financial Management Professionals
Texas
$110K +$110K +5,036 New
Osaic Holdings
12
Osaic Holdings
Arizona
$110K +$110K +5,031 New
CWM
13
Crowley Wealth Management
Delaware
$50.3K +$50.3K +2,300 New
JWA
14
JFS Wealth Advisors
Pennsylvania
$33K +$33K +1,509 New
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$20.6K +940 New
SL
16
Salomon & Ludwin
Virginia
$14.3K +$14.3K +654 New
PWA
17
Physician Wealth Advisors
Utah
$11.8K
ACA
18
Aptus Capital Advisors
Alabama
$9.39K +$722 +33 +8%
CFP
19
Comprehensive Financial Planning
Pennsylvania
$7.2K -$12.6K -577 -64%
NA
20
NewEdge Advisors
Louisiana
$6.68K +$6.68K +305 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K -$1.44K -66 -22%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$3.76K +$3.76K +170 New
MCM
23
MAI Capital Management
Ohio
$3.72K +$3.72K +170 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.39K +$2.39K +109 New
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$722 +$722 +33 New