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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

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

226% more capital invested

Capital invested by funds: $13.2M → $42.9M (+$29.7M)

200% more funds holding

Funds holding: 927 (+18)

16.86% more ownership

Funds ownership: 28.92%45.78% (+17%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
27
Holders Change
+18
Holders Change %
+200%
% of All Funds
0.36%
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
Change in
Stake
AWC
1
Abundance Wealth Counselors
Pennsylvania
$21.3M +$25.7M +972,386 New
BlackRock
2
BlackRock
New York
$8.76M
LPL Financial
3
LPL Financial
California
$6.56M +$7.91M +299,696 New
SWM
4
StoneCrest Wealth Management
Arizona
$2.83M +$3.41M +129,129 New
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$1.26M +47,770 New
BSG
6
Black Swift Group
Colorado
$688K -$25.1K -950 -3%
MA
7
Mutual Advisors
Nebraska
$548K +$642K +24,310 New
SS
8
Sunbelt Securities
Texas
$362K +$277K +10,485 +173%
MSFP
9
Mark Sheptoff Financial Planning
Connecticut
$293K +$214K +8,100 +153%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$152K +$184K +6,960 New
FMP
11
Financial Management Professionals
Texas
$110K +$133K +5,036 New
Osaic Holdings
12
Osaic Holdings
Arizona
$110K +$133K +5,031 New
CWM
13
Crowley Wealth Management
Delaware
$50.3K +$60.7K +2,300 New
JWA
14
JFS Wealth Advisors
Pennsylvania
$33K +$39.8K +1,509 New
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$24.8K +940 New
SL
16
Salomon & Ludwin
Virginia
$14.3K +$17.3K +654 New
PWA
17
Physician Wealth Advisors
Utah
$11.8K
ACA
18
Aptus Capital Advisors
Alabama
$9.39K +$871 +33 +8%
CFP
19
Comprehensive Financial Planning
Pennsylvania
$7.2K -$15.2K -577 -64%
NA
20
NewEdge Advisors
Louisiana
$6.68K +$8.05K +305 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K -$1.74K -66 -22%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$3.75K +$4.49K +170 New
MCM
23
MAI Capital Management
Ohio
$3.72K +$4.49K +170 New
JP Morgan Chase
24
JP Morgan Chase
New York
$2.39K +$2.88K +109 New
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$722 +$871 +33 New

BAI Hedge Fund Activity: Q1 2025 in Review

27 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q1 2025, worth a combined $42.9M — up 226% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BAI positions and 1 closed out — a net gain of 18 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $25.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.08M sold.

  • 27 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q1 2025, up from 9 in Q4 2024.
  • Funds reported $42.9M of iShares A.I. Innovation and Tech Active ETF stock for Q1 2025, up 226% quarter-over-quarter.
  • 19 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q1 2025 and 1 closed out, a net change of +18 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q1 2025 was Abundance Wealth Counselors, an estimated $25.7M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q1 2025 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2025.