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BAI

iShares A.I. Innovation and Tech Active ETF

277 hedge funds and large institutions have $2B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,500% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 2

4,566% more capital invested

Capital invested by funds: $42.9M → $2B (+$1.96B)

926% more funds holding

Funds holding: 27277 (+250)

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

49.9% more ownership

Funds ownership: 45.78%95.68% (+50%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
277
Holders Change
+250
Holders Change %
+925.93%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
252
Increased
16
Reduced
3
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$634M +$538M +21,973,766 New
LPL Financial
2
LPL Financial
California
$219M +$179M +7,293,899 +2,434%
JP Morgan Chase
3
JP Morgan Chase
New York
$114M +$96.4M +3,938,184 +3,613,013%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$76M +$64.5M +2,634,012 New
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$63.2M +$53.6M +2,189,223 New
Morgan Stanley
6
Morgan Stanley
New York
$52.7M +$44.7M +1,827,247 New
MML Investors Services
7
MML Investors Services
Massachusetts
$50.4M +$42.8M +1,746,655 New
OIA
8
OneDigital Investment Advisors
Kansas
$33.2M +$28.2M +1,150,453 New
PPW
9
Parcion Private Wealth
Washington
$30.7M +$26M +1,063,208 New
NA
10
NewEdge Advisors
Louisiana
$29.5M +$25M +1,022,353 +335,198%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$28.6M +$502K +20,518 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.6M +$24.3M +991,219 New
FIA
13
Foundations Investment Advisors
Arizona
$26.7M +$22.6M +924,155 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$25.1M +$21.3M +871,685 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$24M +$20.4M +831,760 New
JC
16
JB Capital
Connecticut
$22.8M +$19.4M +790,720 New
AWMS
17
Advocacy Wealth Management Services
Georgia
$20.1M +$17.1M +697,617 New
SA
18
Sanctuary Advisors
Indiana
$19.3M +$16.3M +667,493 New
MFG
19
Merit Financial Group
Georgia
$19M +$16.1M +658,567 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$16.7M +$14.1M +577,916 New
UCFA
21
United Capital Financial Advisors
Texas
$16.1M +$13.7M +558,486 New
Stifel Financial
22
Stifel Financial
Missouri
$13.6M +$11.5M +470,053 New
AG
23
Ascent Group
Virginia
$13.3M +$11.3M +459,952 New
APW
24
Austin Private Wealth
Texas
$11.3M +$9.58M +391,384 New
AWM
25
AE Wealth Management
Kansas
$10.8M +$9.19M +375,310 New

BAI Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2025, worth a combined $2B — up 4,566% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new BAI positions and 2 closed out — a net gain of 250 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $538M. The largest seller was BlackRock, cutting an estimated $9.03M.

  • 277 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $2B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2025, up 4,566% quarter-over-quarter.
  • 252 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2025 and 2 closed out, a net change of +250 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $538M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2025 was BlackRock, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2025.