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BAI

iShares A.I. Innovation and Tech Active ETF

383 hedge funds and large institutions have $6.27B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 239 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,290% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 10

900% more funds holding in top 10

Funds holding in top 10: 110 (+9)

760% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 15

213% more capital invested

Capital invested by funds: $2B → $6.27B (+$4.27B)

38% more funds holding

Funds holding: 277383 (+106)

23.62% more ownership

Funds ownership: 95.68%119.3% (+24%)

Holders
383
Holders Change
+106
Holders Change %
+38.27%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+900%
% of All Funds
0.13%
New
129
Increased
239
Reduced
10
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B +$1.09B +34,476,332 +157%
LPL Financial
2
LPL Financial
California
$679M +$387M +12,275,874 +162%
JP Morgan Chase
3
JP Morgan Chase
New York
$293M +$146M +4,637,810 +118%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$180M +$97.5M +3,089,073 +141%
PAS
5
Park Avenue Securities
New York
$179M +$165M +5,241,802 New
Morgan Stanley
6
Morgan Stanley
New York
$168M +$97.5M +3,091,140 +169%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$166M +$69.9M +2,216,153 +84%
MML Investors Services
8
MML Investors Services
Massachusetts
$148M +$81.7M +2,590,028 +148%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$131M +$93M +2,949,403 +338%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$105M +$70.6M +2,237,513 +269%
Ameriprise
11
Ameriprise
Minnesota
$92.6M +$85.7M +2,715,184 New
NA
12
NewEdge Advisors
Louisiana
$91.6M +$52.4M +1,660,253 +162%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$87.4M +$49.5M +1,567,680 +158%
OIA
14
OneDigital Investment Advisors
Kansas
$72.2M +$30.4M +962,078 +84%
FIA
15
Foundations Investment Advisors
Arizona
$65.9M +$31.7M +1,003,629 +109%
JC
16
JB Capital
Connecticut
$65M +$35.1M +1,112,748 +141%
SW
17
SoFi Wealth
California
$60.3M +$55.7M +1,764,821 New
MFG
18
Merit Financial Group
Georgia
$56.7M +$31.6M +1,001,129 +152%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.1M +$33.6M +1,064,040 +184%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$50.6M +$46.7M +1,480,862 New
UCFA
21
United Capital Financial Advisors
Texas
$49.1M +$27.7M +879,220 +157%
AWMS
22
Advocacy Wealth Management Services
Georgia
$48.5M +$22.8M +721,964 +103%
Raymond James Financial
23
Raymond James Financial
Florida
$47.2M +$37.4M +1,187,060 +612%
Stifel Financial
24
Stifel Financial
Missouri
$45.5M +$27.2M +861,099 +183%
SA
25
Sanctuary Advisors
Indiana
$43.8M +$19.4M +614,583 +92%

BAI Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q3 2025, worth a combined $6.27B — up 213% from $2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new BAI positions and 15 closed out — a net gain of 114 holders — while 239 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Horizon Wealth Management, cutting an estimated $4.64M.

  • 383 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $6.27B of iShares A.I. Innovation and Tech Active ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 129 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q3 2025 and 15 closed out, a net change of +114 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.09B added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2025.