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

iShares A.I. Innovation and Tech Active ETF logo
$49.78 -0.22 (-0.44%)
As of 03:11 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)
$935.62M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$427.33K
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Arkadios Wealth Advisors26,370$869K0.0%+46.5%0.008%
5/18/2026 Sunbelt 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%
5/7/2026 Vision 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%
4/28/2026 Bogart 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%
4/22/2026 Janney Montgomery Scott LLC3,721,827$122.63M0.3%+14.0%1.248%
4/22/2026 Venturi 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%
2/20/2026 Sunbelt Securities Inc.75,365$2.51M0.2%+58.0%0.030%
2/17/2026 Imprint Wealth LLC11,789$393K1.8%+36.1%0.005%
2/17/2026 Advisory Services Network LLC224,327$7.47M0.1%+11.5%0.090%
2/16/2026 Icon 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%
2/13/2026 Arkadios Wealth Advisors17,996$599K0.0%-2.6%0.007%
2/13/2026 Integrated 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%
2/12/2026 Bradley Foster & Sargent Inc. CT6,899$230K0.0%+4.5%0.003%
2/12/2026 Mosley Wealth Management27,985$1M0.5%N/A0.011%
2/11/2026 Janney 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%
2/11/2026 JPMorgan 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%
2/11/2026 Continuum 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%
2/10/2026 Twin Peaks Wealth Advisors LLC130,884$4.63M1.4%+27.8%0.052%
2/9/2026 Cary Street Partners Investment Advisory LLC13,218$440K0.1%+47.4%0.005%
2/6/2026 Keystone Financial Group359,189$11.96M0.9%+34.0%0.144%
2/6/2026 Magnolia Private Wealth LLC8,949$298K0.2%N/A0.004%
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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%
2/6/2026 Synergy Investment Management LLC163,857$5.46M1.9%+16.4%0.066%
2/5/2026 Legacy 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%
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%
1/23/2026 Transcend Capital Advisors LLC20,265$675K0.1%-12.1%0.008%
1/23/2026 Northland Securities Inc.34,372$1.15M1.1%N/A0.014%
1/21/2026 Flagship Harbor Advisors LLC46,464$1.55M0.1%+25.1%0.019%
1/21/2026 Sound Income Strategies LLC13,198$461K0.0%+61.3%0.005%
1/20/2026 Ethos Financial Group LLC11,218$374K0.0%N/A0.005%
1/15/2026 Fifth 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%
1/13/2026 Team 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%
11/19/2025 Sunbelt Securities Inc.47,710$1.63M0.1%+688.6%0.023%
11/17/2025 Keystone Financial Group267,974$9.15M0.7%+2,419.3%0.130%
11/17/2025 NewEdge Advisors LLC2,682,911$91.65M0.4%+162.3%1.298%
11/17/2025 United Capital Financial Advisors LLC1,437,706$49.11M0.4%+157.4%0.695%
11/17/2025 Integrated Wealth Concepts LLC480,622$16.42M0.1%+74.5%0.232%
11/17/2025 Kickstand Ventures LLC.12,841$439K0.1%+74.3%0.006%
11/17/2025 Flow Traders U.S. LLC74,519$2.55M0.1%N/A0.036%
11/17/2025 Ameriprise Financial Inc.2,715,184$92.64M0.0%N/A1.313%
11/14/2025 Imprint Wealth LLC8,661$296K0.9%N/A0.004%
11/12/2025 Creative Financial Designs Inc. ADV19,607$670K0.0%+28.0%0.009%
11/10/2025 EverSource Wealth Advisors LLC9,112$311K0.0%+121.1%0.004%
11/10/2025 Cary Street Partners Investment Advisory LLC8,969$306K0.1%N/A0.004%
11/7/2025 Synergy Investment Management LLC140,781$4.81M1.8%N/A0.068%
11/7/2025 JPMorgan Chase & Co.8,576,103$292.96M0.0%+117.8%4.149%
11/6/2025 Western Wealth Management LLC10,534$360K0.0%N/A0.005%
11/4/2025 Cornerstone Planning Group LLC55,498$2.05M0.2%+21,494.6%0.027%
11/4/2025 Tsfg LLC243,150$8.31M1.3%+75.6%0.118%
11/4/2025 Commonwealth Retirement Investments LLC41,294$1.41M0.5%+131.1%0.020%
11/4/2025 Atlatl Advisers LLC20,011$684K0.3%+143.7%0.010%
11/4/2025 Transcend Capital Advisors LLC23,058$788K0.1%+92.6%0.011%
11/3/2025 Golden State Wealth Management LLC11,698$400K0.0%+227.1%0.006%
11/3/2025 Tidemark LLC200,204$6.84M2.0%+186.5%0.098%
10/30/2025 Twin Peaks Wealth Advisors LLC102,411$3.50M1.2%+130.5%0.051%
10/29/2025 Arkadios Wealth Advisors18,474$631K0.0%N/A0.009%
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10/27/2025 Harbor Investment Advisory LLC1,681$57K0.0%+89.5%0.001%
10/24/2025ORG Partners LLC24,952$903K0.2%+257.8%0.013%
10/23/2025 Kingswood Wealth Advisors LLC7,333$250K0.0%N/A0.004%
10/23/2025 Strategic Blueprint LLC259,212$8.86M0.4%+70.1%0.131%
10/22/2025 CoreCap Advisors LLC47,101$1.61M0.1%+130.0%0.024%
10/21/2025 MN Wealth Advisors LLC14,712$503K0.3%N/A0.007%
10/21/2025Crowley Wealth Management Inc.7,295$249K0.2%+55.2%0.004%
10/15/2025 Financial Management Professionals Inc.5,382$184K0.0%+462.4%0.003%
10/14/2025 Farther Finance Advisors LLC201,801$6.89M0.1%+179.6%0.106%
10/10/2025 Sound Income Strategies LLC8,184$294K0.0%+24.5%0.004%


BAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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 28,701,627 shares in the last 24 months. This purchase volume represents approximately $935.62M in transactions.

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

Institutional investors have sold a total of 13,442 shares in the last 24 months. This volume of shares sold represents approximately $427.33K in transactions.


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This page (NYSEARCA:BAI) was last updated on 5/27/2026 by MarketBeat.com Staff.
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