iShares A.I. Innovation and Tech Active ETF $BAI Shares Acquired by Synergy Investment Management LLC

Synergy Investment Management LLC boosted its position in iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) by 16.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 163,857 shares of the company’s stock after purchasing an additional 23,076 shares during the quarter. iShares A.I. Innovation and Tech Active ETF comprises 1.9% of Synergy Investment Management LLC’s holdings, making the stock its 13th biggest position. Synergy Investment Management LLC owned approximately 0.07% of iShares A.I. Innovation and Tech Active ETF worth $5,456,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Team Financial Group LLC increased its stake in shares of iShares A.I. Innovation and Tech Active ETF by 59.6% in the fourth quarter. Team Financial Group LLC now owns 964 shares of the company’s stock valued at $32,000 after purchasing an additional 360 shares during the period. EverSource Wealth Advisors LLC acquired a new position in shares of iShares A.I. Innovation and Tech Active ETF during the second quarter worth approximately $119,000. Financial Management Professionals Inc. grew its holdings in iShares A.I. Innovation and Tech Active ETF by 5.4% in the 4th quarter. Financial Management Professionals Inc. now owns 5,674 shares of the company’s stock worth $189,000 after buying an additional 292 shares in the last quarter. Imprint Wealth LLC bought a new position in iShares A.I. Innovation and Tech Active ETF in the 3rd quarter worth approximately $296,000. Finally, Cary Street Partners Investment Advisory LLC acquired a new stake in iShares A.I. Innovation and Tech Active ETF in the 3rd quarter valued at approximately $306,000.

iShares A.I. Innovation and Tech Active ETF Price Performance

Shares of iShares A.I. Innovation and Tech Active ETF stock opened at $45.51 on Tuesday. iShares A.I. Innovation and Tech Active ETF has a 1-year low of $25.17 and a 1-year high of $48.80. The business’s fifty day moving average price is $38.64 and its two-hundred day moving average price is $35.96. The company has a market capitalization of $14.13 billion, a P/E ratio of 45.43 and a beta of 2.28.

About iShares A.I. Innovation and Tech Active ETF

The iShares A.I. Innovation and Tech Active ETF (BAI) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed portfolio of global AI and technology equities across all market capitalizations. Holdings are selected using proprietary, fundamental research. BAI was launched on Oct 21, 2024 and is issued by BlackRock.