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

iShares A.I. Innovation and Tech Active ETF logo
$38.47 +2.50 (+6.96%)
As of 01:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$594.29M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.59M
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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
11/10/2026Legacy Financial Group LLC192,326$9.08M1.0%-5.5%0.062%
11/9/2026 Harbour Investments Inc.59,699$2.82M0.0%-30.1%0.019%
11/7/2026 Shah Wealth Advisors LLC418,650$19.76M3.9%+7.0%0.135%
11/4/2026 Gen Wealth Partners Inc117,363$5.54M1.5%-10.8%0.038%
11/3/2026 Parallel Advisors LLC19,224$907K0.0%+50.7%0.006%
10/31/2026 Team Financial Group LLC4,472$211K0.1%+8.8%0.001%
10/24/2026 Kingswood Wealth Advisors LLC7,955$375K0.0%-6.8%0.003%
10/24/2026 Financial Management Professionals Inc.2,073$98K0.0%-71.3%0.001%
10/23/2026 MN Wealth Advisors LLC12,856$607K0.2%-11.1%0.004%
10/23/2026 Richardson Capital Management LLC14,149$668K0.3%+28.2%0.005%
10/23/2026 Fifth Third Wealth Advisors LLC222,224$10.49M0.3%+1.1%0.072%
10/23/2026 Atlatl Advisers LLC5,465$258K0.1%-19.6%0.002%
10/22/2026 NBT Bank N.A.4,571$216K0.0%N/A0.001%
10/21/2026 Wavvest Wealth LLC33,769$1.59M1.3%N/A0.011%
10/20/2026 Prime Capital Investment Advisors LLC8,374$395K0.0%+17.1%0.003%
10/16/2026 Mosley Wealth Management1,860$81K0.0%-12.3%0.001%
10/15/2026 YANKCOM Partnership753$36K0.0%N/A0.000%
10/15/2026 LifeSteps Financial Inc.17,240$814K0.4%+724.1%0.006%
10/10/2026 Atlas Brown Inc.8,530$403K0.1%+30.7%0.003%
10/8/2026 Farther Finance Advisors LLC310,029$14.63M0.1%-2.0%0.101%
10/8/2026 CoreCap Advisors LLC96,447$4.55M0.1%+21.4%0.032%
10/2/2026 Global Wealth Strategies & Associates20,408$963K0.2%-1.3%0.007%
9/9/2026Blue Edge Capital LLC289,873$15.28M1.8%-1.8%0.094%
9/9/2026Cahill Financial Advisors Inc.341,560$18.01M1.7%+11.0%0.111%
8/22/2026 Shah Wealth Advisors LLC391,169$20.62M4.8%N/A0.127%
8/22/2026 Kickstand Ventures LLC.26,469$1.40M0.3%-4.8%0.009%
8/21/2026Continuum Advisory LLC6,599$348K0.0%-8.3%0.002%
8/21/2026 Tsfg LLC384,247$20.26M2.6%-10.3%0.125%
8/17/2026Blue Edge Capital LLC289,873$15.28M1.8%N/A0.094%
7/24/2026 EverSource Wealth Advisors LLC7,310$385K0.0%-37.2%0.002%
7/23/2026 Nations Financial Group Inc. IA ADV3,956$209K0.0%N/A0.001%
7/23/2026 Wells Financial Advisors INC1,141$60K0.6%+87.0%0.000%
7/23/2026 Mosley Wealth Management2,122$112K0.0%-92.5%0.001%
7/23/2026 Atlatl Advisers LLC6,794$358K0.1%-26.0%0.002%
7/21/2026Vision Retirement LLC16,014$844K0.2%+17.3%0.005%
7/21/2026 Leavell Investment Management Inc.10,636$561K0.0%N/A0.004%
7/9/2026 Financial Management Professionals Inc.7,231$381K0.0%+27.4%0.002%
7/9/2026 Atlas Brown Inc.6,528$344K0.1%N/A0.002%
7/7/2026 Harbor Investment Advisory LLC8,962$472K0.0%+153.5%0.003%
7/7/2026 CoreCap Advisors LLC79,459$4.19M0.1%-3.9%0.027%
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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%
5/18/2026 EverSource Wealth Advisors LLC11,638$383K0.0%+27.7%0.004%
5/7/2026Vision Retirement LLC13,651$450K0.1%+20.1%0.004%
5/6/2026 Cornerstone Planning Group LLC92,274$3.04M0.4%+49.4%0.030%
5/5/2026 Bank of New York Mellon Corp3,198,581$105.39M0.0%+10.4%1.030%
5/4/2026 Northland Securities Inc.37,905$1.25M1.2%+10.3%0.012%
5/4/2026 Team Financial Group LLC1,472$48K0.0%+52.7%0.000%
4/30/2026 Beacon Financial Group316,823$10.44M1.0%+6.3%0.103%
4/30/2026 Sageworth Trust Co42,278$1.39M0.1%+42.4%0.014%
4/28/2026Bogart Wealth LLC958$32K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors4,958$163K0.0%-46.8%0.002%
4/28/2026 NBT Bank N A NY4,671$154K0.0%+14,054.5%0.002%
4/27/2026 Sound Income Strategies LLC14,156$482K0.0%+7.3%0.005%
4/24/2026 Harbor 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%
4/20/2026 Fifth Third Wealth Advisors LLC215,592$7.10M0.2%+25.8%0.072%
3/5/2026 Bayban1,149$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%
2/13/2026 Gen 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%
2/13/2026 Golden 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%
2/12/2026 Mosley Wealth Management27,985$1M0.5%N/A0.011%
2/11/2026Janney Montgomery Scott LLC3,264,997$108.72M0.2%+6.4%1.306%
2/11/2026 Commonwealth 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%
2/11/2026 Nemes Rush Group LLC1,099$37K0.0%+531.6%0.000%
2/11/2026Continuum Advisory LLC6,672$222K0.0%N/A0.003%
2/10/2026 Bank of New York Mellon Corp2,897,917$96.50M0.0%+13.2%1.159%
2/10/2026 Tidemark 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%
2/6/2026 Creative Financial Designs Inc. ADV33,604$1.12M0.1%+71.4%0.013%
2/6/2026 Berbice 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%
2/5/2026 Western Wealth Management LLC50,127$1.67M0.1%+375.9%0.020%
2/4/2026 Tsfg LLC410,352$13.67M2.0%+68.8%0.166%
2/3/2026 Sageworth Trust Co29,693$989K0.0%N/A0.012%
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2/2/2026 Bay Harbor Wealth Management LLC185,237$6.17M1.6%+5.0%0.075%
2/2/2026 Ashton Thomas Securities LLC98,483$3.27M0.6%+7.0%0.040%
2/2/2026 Cornerstone Planning Group LLC61,769$2.23M0.3%+11.3%0.025%
2/2/2026 MN Wealth Advisors LLC16,403$546K0.3%+11.5%0.007%
1/30/2026 Strategic Blueprint LLC313,574$10.44M0.6%+21.0%0.127%
1/29/2026 Kickstand Ventures LLC.22,054$734K0.2%+71.7%0.009%
1/28/2026 Kingswood Wealth Advisors LLC9,200$306K0.0%+25.5%0.004%
1/27/2026 Financial Management Professionals Inc.5,674$189K0.0%+5.4%0.002%
1/23/2026 Farther Finance Advisors LLC322,376$10.74M0.1%+59.7%0.132%
1/23/2026Transcend Capital Advisors LLC20,265$675K0.1%-12.1%0.008%


BAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 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 81 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 17,222,709 shares in the last 24 months. This purchase volume represents approximately $594.29M in transactions.

Of the 20 institutional investors that sold iShares A.I. Innovation and Tech Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tsfg LLC ($44.00K), Mosley Wealth Management ($26.33K), Harbour Investments Inc. ($25.73K), Blue Edge Capital LLC ($21.21K), Gen Wealth Partners Inc ($14.14K), Legacy Financial Group LLC ($11.24K), and Farther Finance Advisors LLC ($6.17K).

Institutional investors have sold a total of 179,268 shares in the last 24 months. This volume of shares sold represents approximately $8.59M in transactions.


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Institutional ownership data for NYSEARCA:BAI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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