iShares A.I. Innovation and Tech Active ETF
511 hedge funds and large institutions have $8.55B invested in iShares A.I. Innovation and Tech Active ETF in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 32 reducing their positions, and 16 closing their positions.
897% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 32
825% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 16
70% more funds holding in top 10
Funds holding in top 10: 10 → 17 (+7)
36% more capital invested
Capital invested by funds: $6.28B → $8.55B (+$2.28B)
32% more funds holding
Funds holding: 386 → 511 (+125)
30.31% more ownership
Funds ownership: 76.22% → 106.53% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$414M |
| 2 |
JP Morgan Chase
New York
|
+$266M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$178M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$162M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Buttonwood Financial Group
Kansas City,
Missouri
|
-$5.28M |
| 2 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$3.94M |
| 3 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$2.72M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.55M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.32M |
BAI Hedge Fund Activity: Q4 2025 in Review
511 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q4 2025, worth a combined $8.55B — up 36% from $6.28B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new BAI positions and 16 closed out — a net gain of 132 holders — while 319 added to existing stakes and 32 trimmed.
The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $414M. The largest seller was Buttonwood Financial Group, cutting an estimated $5.28M.
- 511 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q4 2025, up from 386 in Q3 2025.
- Funds reported $8.55B of iShares A.I. Innovation and Tech Active ETF stock for Q4 2025, up 36% quarter-over-quarter.
- 148 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q4 2025 and 16 closed out, a net change of +132 holders.
- The largest iShares A.I. Innovation and Tech Active ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $414M added.
- The largest iShares A.I. Innovation and Tech Active ETF seller in Q4 2025 was Buttonwood Financial Group, an estimated $5.28M sold.
Based on aggregated 13F filings for Q4 2025.