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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1
Abundance Wealth Counselors
Pennsylvania
$21.3M
BlackRock
2
BlackRock
New York
$8.76M
LPL Financial
3
LPL Financial
California
$6.56M
SWM
4
StoneCrest Wealth Management
Arizona
$2.83M
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M
BSG
6
Black Swift Group
Colorado
$688K
MA
7
Mutual Advisors
Nebraska
$548K
SS
8
Sunbelt Securities
Texas
$362K
MSFP
9
Mark Sheptoff Financial Planning
Connecticut
$293K
EDRH
10
Edmond de Rothschild Holding
Switzerland
$152K
FMP
11
Financial Management Professionals
Texas
$110K
Osaic Holdings
12
Osaic Holdings
Arizona
$110K
CWM
13
Crowley Wealth Management
Delaware
$50.3K
JWA
14
JFS Wealth Advisors
Pennsylvania
$33K
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K
SL
16
Salomon & Ludwin
Virginia
$14.3K
PWA
17
Physician Wealth Advisors
Utah
$11.8K
ACA
18
Aptus Capital Advisors
Alabama
$9.39K
CFP
19
Comprehensive Financial Planning
Pennsylvania
$7.2K
NA
20
NewEdge Advisors
Louisiana
$6.68K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K
TWC
22
TD Waterhouse Canada
Ontario, Canada
$3.75K
MCM
23
MAI Capital Management
Ohio
$3.72K
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.39K
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$722