BAI

iShares A.I. Innovation and Tech Active ETF

273 hedge funds and large institutions have $1.97B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+246
Holders Change %
+911.11%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
248
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$634M +$634M +21,973,766 New
LPL Financial
2
LPL Financial
California
$219M +$210M +7,293,899 +2,434%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$114M +$114M +3,938,184 +3,613,013%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$76M +$76M +2,634,012 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$63.2M +$63.2M +2,189,223 New
Morgan Stanley
6
Morgan Stanley
New York
$52.7M +$52.7M +1,827,247 New
MML Investors Services
7
MML Investors Services
Massachusetts
$50.4M +$50.4M +1,746,655 New
OIA
8
OneDigital Investment Advisors
Kansas
$33.2M +$33.2M +1,150,453 New
PPW
9
Parcion Private Wealth
Washington
$30.7M +$30.7M +1,063,208 New
NA
10
NewEdge Advisors
Louisiana
$29.5M +$29.5M +1,022,353 +335,198%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$28.6M +$592K +20,518 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.6M +$28.6M +991,219 New
FIA
13
Foundations Investment Advisors
Arizona
$26.7M +$26.7M +924,155 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$25.1M +$25.1M +871,685 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$24M +$24M +831,760 New
JC
16
JB Capital
Connecticut
$22.8M +$22.8M +790,720 New
AWMS
17
Advocacy Wealth Management Services
Georgia
$20.1M +$20.1M +697,617 New
MFG
18
Merit Financial Group
Georgia
$19M +$19M +658,567 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16.7M +$16.7M +577,916 New
UCFA
20
United Capital Financial Advisors
Texas
$16.1M +$16.1M +558,486 New
Stifel Financial
21
Stifel Financial
Missouri
$13.6M +$13.6M +470,053 New
AG
22
Ascent Group
Virginia
$13.3M +$13.3M +459,952 New
APW
23
Austin Private Wealth
Texas
$11.3M +$11.3M +391,384 New
AWM
24
AE Wealth Management
Kansas
$10.8M +$10.8M +375,310 New
CW
25
CreativeOne Wealth
Kansas
$9.95M +$9.95M +344,995 New