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BAI

iShares A.I. Innovation and Tech Active ETF

508 hedge funds and large institutions have $8.54B 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, 317 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

923% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 31

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: 1017 (+7)

36% more capital invested

Capital invested by funds: $6.27B → $8.54B (+$2.27B)

33% more funds holding

Funds holding: 383508 (+125)

12.95% less ownership

Funds ownership: 119.3%106.36% (-13%)

Holders
508
Holders Change
+125
Holders Change %
+32.64%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.21%
New
148
Increased
317
Reduced
31
Closed
16
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 +$49.6M +1,430,418 +3%
LPL Financial
2
LPL Financial
California
$779M +$123M +3,536,882 +18%
JP Morgan Chase
3
JP Morgan Chase
New York
$541M +$266M +7,659,120 +89%
DWM
4
Dynasty Wealth Management
Florida
$398M +$414M +11,940,004 New
Morgan Stanley
5
Morgan Stanley
New York
$230M +$68.5M +1,975,334 +40%
Ameriprise
6
Ameriprise
Minnesota
$228M +$143M +4,132,820 +152%
PAS
7
Park Avenue Securities
New York
$191M +$17M +491,210 +9%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$184M +$8.4M +242,169 +5%
OCA
9
OpenArc Corporate Advisory
Georgia
$177M +$184M +5,321,220 New
MML Investors Services
10
MML Investors Services
Massachusetts
$173M +$29.5M +851,188 +20%
Bank of America
11
Bank of America
North Carolina
$171M +$178M +5,135,812 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$171M +$9.38M +270,474 +6%
SWP
13
Sagespring Wealth Partners
Tennessee
$156M +$162M +4,670,219 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$143M +$16.7M +482,006 +13%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$109M +$6.78M +195,724 +6%
NA
16
NewEdge Advisors
Louisiana
$103M +$14.1M +406,276 +15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$96.5M +$11.8M +339,018 +13%
Raymond James Financial
18
Raymond James Financial
Florida
$90.5M +$46.3M +1,336,027 +97%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$82.2M +$28.6M +825,149 +50%
SW
20
SoFi Wealth
California
$82M +$24.2M +696,906 +39%
OIA
21
OneDigital Investment Advisors
Kansas
$74.3M +$4.08M +117,765 +6%
MFG
22
Merit Financial Group
Georgia
$72.2M +$17.6M +507,577 +31%
FIA
23
Foundations Investment Advisors
Arizona
$71.5M +$7.63M +220,203 +11%
JC
24
JB Capital
Connecticut
$69.3M +$6.17M +177,911 +9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$65.9M +$16.7M +480,494 +32%