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iShares A.I. Innovation and Tech Active ETF (BAI) Institutional Ownership

iShares A.I. Innovation and Tech Active ETF logo
$46.02 +0.46 (+1.01%)
As of 12:53 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$935.20M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.13M
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BAI Institutional Buying and Selling by Quarter

iShares A.I. Innovation and Tech Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026Harbor Investment Advisory LLC8,962$472K0.0%+153.5%0.003%
7/7/2026 CoreCap Advisors LLC79,459$4.19M0.1%-3.9%0.027%
7/1/2026 Global Wealth Strategies & Associates20,682$1.09M0.2%-1.4%0.007%
6/24/2026Redwood Investment Management LLC74,144$2.44M0.3%+19.0%0.024%
6/2/2026Blue Edge Capital LLC295,285$9.73M1.3%-5.1%0.095%
5/19/2026Arkadios Wealth Advisors26,370$869K0.0%+46.5%0.008%
5/18/2026Sunbelt Securities Inc.73,640$2.43M0.2%-2.3%0.024%
5/18/2026EverSource Wealth Advisors LLC11,638$383K0.0%+27.7%0.004%
5/7/2026Vision Retirement LLC13,651$450K0.1%+20.1%0.004%
5/6/2026Cornerstone Planning Group LLC92,274$3.04M0.4%+49.4%0.030%
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5/5/2026Bank of New York Mellon Corp3,198,581$105.39M0.0%+10.4%1.030%
5/4/2026Northland Securities Inc.37,905$1.25M1.2%+10.3%0.012%
5/4/2026Team Financial Group LLC1,472$48K0.0%+52.7%0.000%
4/30/2026Beacon Financial Group316,823$10.44M1.0%+6.3%0.103%
4/30/2026Sageworth Trust Co42,278$1.39M0.1%+42.4%0.014%
4/28/2026Bogart Wealth LLC958$32K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors4,958$163K0.0%-46.8%0.002%
4/28/2026NBT Bank N A NY4,671$154K0.0%+14,054.5%0.002%
4/27/2026Sound Income Strategies LLC14,156$482K0.0%+7.3%0.005%
4/24/2026Harbor Investment Advisory LLC3,536$117K0.0%+103.7%0.001%
4/22/2026Janney Montgomery Scott LLC3,721,827$122.63M0.3%+14.0%1.248%
4/22/2026Venturi Wealth Management LLC45,752$1.51M0.1%N/A0.015%
4/20/2026Fifth Third Wealth Advisors LLC215,592$7.10M0.2%+25.8%0.072%
3/5/2026Bayban1,149$38K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.75,365$2.51M0.2%+58.0%0.030%
2/17/2026Imprint Wealth LLC11,789$393K1.8%+36.1%0.005%
2/17/2026Advisory Services Network LLC224,327$7.47M0.1%+11.5%0.090%
2/16/2026Icon Wealth Advisors LLC616,023$20.51M1.4%+7.1%0.246%
2/13/2026Gen Wealth Partners Inc120,373$4.01M0.5%+12.6%0.048%
2/13/2026Arkadios Wealth Advisors17,996$599K0.0%-2.6%0.007%
2/13/2026Integrated Wealth Concepts LLC777,441$25.89M0.3%+61.8%0.311%
2/13/2026Golden State Wealth Management LLC15,702$523K0.1%+34.2%0.006%
2/12/2026Bradley Foster & Sargent Inc. CT6,899$230K0.0%+4.5%0.003%
2/12/2026Mosley Wealth Management27,985$1M0.5%N/A0.011%
2/11/2026Janney Montgomery Scott LLC3,264,997$108.72M0.2%+6.4%1.306%
2/11/2026Commonwealth Retirement Investments LLC45,319$1.51M0.5%+9.7%0.018%
2/11/2026JPMorgan Chase & Co.16,235,223$540.63M0.0%+89.3%6.493%
2/11/2026Nemes Rush Group LLC1,099$37K0.0%+531.6%0.000%
2/11/2026Continuum Advisory LLC6,672$222K0.0%N/A0.003%
2/10/2026Bank of New York Mellon Corp2,897,917$96.50M0.0%+13.2%1.159%
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2/10/2026Tidemark LLC222,116$7.40M2.1%+10.9%0.089%
2/10/2026Twin Peaks Wealth Advisors LLC130,884$4.63M1.4%+27.8%0.052%
2/9/2026Cary Street Partners Investment Advisory LLC13,218$440K0.1%+47.4%0.005%
2/6/2026Keystone Financial Group359,189$11.96M0.9%+34.0%0.144%
2/6/2026Magnolia Private Wealth LLC8,949$298K0.2%N/A0.004%
2/6/2026Creative Financial Designs Inc. ADV33,604$1.12M0.1%+71.4%0.013%
2/6/2026Berbice Capital Management LLC69,608$2.32M1.4%+14.5%0.028%
2/6/2026Synergy Investment Management LLC163,857$5.46M1.9%+16.4%0.066%
2/5/2026Legacy Financial Group LLC243,221$7.94M1.0%+4.8%0.097%
2/5/2026Western Wealth Management LLC50,127$1.67M0.1%+375.9%0.020%
2/4/2026Tsfg LLC410,352$13.67M2.0%+68.8%0.166%
2/3/2026Sageworth Trust Co29,693$989K0.0%N/A0.012%
2/2/2026Bay Harbor Wealth Management LLC185,237$6.17M1.6%+5.0%0.075%
2/2/2026Ashton Thomas Securities LLC98,483$3.27M0.6%+7.0%0.040%
2/2/2026Cornerstone Planning Group LLC61,769$2.23M0.3%+11.3%0.025%
2/2/2026MN Wealth Advisors LLC16,403$546K0.3%+11.5%0.007%
1/30/2026Strategic Blueprint LLC313,574$10.44M0.6%+21.0%0.127%
1/29/2026Kickstand Ventures LLC.22,054$734K0.2%+71.7%0.009%
1/28/2026Kingswood Wealth Advisors LLC9,200$306K0.0%+25.5%0.004%
1/27/2026Financial Management Professionals Inc.5,674$189K0.0%+5.4%0.002%
1/23/2026Farther Finance Advisors LLC322,376$10.74M0.1%+59.7%0.132%
1/23/2026Transcend Capital Advisors LLC20,265$675K0.1%-12.1%0.008%
1/23/2026Northland Securities Inc.34,372$1.15M1.1%N/A0.014%
1/21/2026Flagship Harbor Advisors LLC46,464$1.55M0.1%+25.1%0.019%
1/21/2026Sound Income Strategies LLC13,198$461K0.0%+61.3%0.005%
1/20/2026Ethos Financial Group LLC11,218$374K0.0%N/A0.005%
1/15/2026Fifth Third Wealth Advisors LLC171,426$5.71M0.2%+1,334.9%0.070%
1/14/2026ORG Partners LLC34,346$1.14M0.2%+37.6%0.014%
1/13/2026Team Financial Group LLC964$32K0.0%+59.6%0.000%
1/13/2026 CoreCap Advisors LLC70,881$2.36M0.1%+50.5%0.029%
1/2/2026 Global Wealth Strategies & Associates68,932$2.30M0.6%+15.9%0.033%
11/19/2025Sunbelt Securities Inc.47,710$1.63M0.1%+688.6%0.023%
11/17/2025Keystone Financial Group267,974$9.15M0.7%+2,419.3%0.130%
11/17/2025NewEdge Advisors LLC2,682,911$91.65M0.4%+162.3%1.298%
11/17/2025United Capital Financial Advisors LLC1,437,706$49.11M0.4%+157.4%0.695%
11/17/2025Integrated Wealth Concepts LLC480,622$16.42M0.1%+74.5%0.232%
11/17/2025Kickstand Ventures LLC.12,841$439K0.1%+74.3%0.006%
11/17/2025Flow Traders U.S. LLC74,519$2.55M0.1%N/A0.036%
11/17/2025Ameriprise Financial Inc.2,715,184$92.64M0.0%N/A1.313%
11/14/2025Imprint Wealth LLC8,661$296K0.9%N/A0.004%
11/12/2025Creative Financial Designs Inc. ADV19,607$670K0.0%+28.0%0.009%
11/10/2025EverSource Wealth Advisors LLC9,112$311K0.0%+121.1%0.004%
11/10/2025Cary Street Partners Investment Advisory LLC8,969$306K0.1%N/A0.004%
11/7/2025Synergy Investment Management LLC140,781$4.81M1.8%N/A0.068%
11/7/2025JPMorgan Chase & Co.8,576,103$292.96M0.0%+117.8%4.149%
11/6/2025Western Wealth Management LLC10,534$360K0.0%N/A0.005%
11/4/2025Cornerstone Planning Group LLC55,498$2.05M0.2%+21,494.6%0.027%
11/4/2025Tsfg LLC243,150$8.31M1.3%+75.6%0.118%
11/4/2025Commonwealth Retirement Investments LLC41,294$1.41M0.5%+131.1%0.020%
11/4/2025Atlatl Advisers LLC20,011$684K0.3%+143.7%0.010%
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11/4/2025Transcend Capital Advisors LLC23,058$788K0.1%+92.6%0.011%
11/3/2025Golden State Wealth Management LLC11,698$400K0.0%+227.1%0.006%
11/3/2025Tidemark LLC200,204$6.84M2.0%+186.5%0.098%
10/30/2025Twin Peaks Wealth Advisors LLC102,411$3.50M1.2%+130.5%0.051%
10/29/2025Arkadios Wealth Advisors18,474$631K0.0%N/A0.009%
10/27/2025Harbor Investment Advisory LLC1,681$57K0.0%+89.5%0.001%
10/24/2025ORG Partners LLC24,952$903K0.2%+257.8%0.013%
10/23/2025Kingswood Wealth Advisors LLC7,333$250K0.0%N/A0.004%
10/23/2025Strategic Blueprint LLC259,212$8.86M0.4%+70.1%0.131%
10/22/2025 CoreCap Advisors LLC47,101$1.61M0.1%+130.0%0.024%


BAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of iShares A.I. Innovation and Tech Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($540.63M), Janney Montgomery Scott LLC ($122.63M), Bank of New York Mellon Corp ($105.39M), Ameriprise Financial Inc. ($92.64M), NewEdge Advisors LLC ($91.65M), United Capital Financial Advisors LLC ($49.11M), and Integrated Wealth Concepts LLC ($25.89M).Learn more on iShares A.I. Innovation and Tech Active ETF's institutional investors.

Of the 68 institutional investors that purchased iShares A.I. Innovation and Tech Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($16.24M), Ameriprise Financial Inc. ($2.72M), NewEdge Advisors LLC ($1.66M), Bank of New York Mellon Corp ($1.63M), Janney Montgomery Scott LLC ($1.48M), United Capital Financial Advisors LLC ($879.22K), and Integrated Wealth Concepts LLC ($501.97K).

Institutional investors have bought a total of 28,681,168 shares in the last 24 months. This purchase volume represents approximately $935.20M in transactions.

The following institutional investors have sold iShares A.I. Innovation and Tech Active ETF stock in the last 24 months: Blue Edge Capital LLC ($15.80K), Ascentis Independent Advisors ($4.37K), Financial Management Professionals Inc. ($4.08K), CoreCap Advisors LLC ($3.20K), Transcend Capital Advisors LLC ($2.79K), Sunbelt Securities Inc. ($1.73K), and Arkadios Wealth Advisors ($478.00).

Institutional investors have sold a total of 32,725 shares in the last 24 months. This volume of shares sold represents approximately $1.13M in transactions.


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This page (NYSEARCA:BAI) was last updated on 7/8/2026 by MarketBeat.com Staff.
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