Cambridge Investment Research Advisors
BAI icon

Cambridge Investment Research Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.1M Sell
704,032
-34,287
-5% -$1.56M 0.08% 240
2026
Q1 		$24.3M Buy
738,319
+80,974
+12% +$2.78M 0.06% 318
2025
Q4 		$21.9M Buy
657,345
+147,647
+29% +$5.12M 0.06% 336
2025
Q3 		$17.4M Buy
509,698
+299,346
+142% +$9.44M 0.05% 397
2025
Q2 		$6.07M Buy
+210,352
New +$5.15M 0.02% 745

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Cambridge Investment Research Advisors's BAI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 4.6% in Q2 2026, selling an estimated $1.56M and leaving 704,032 shares worth $37.1M. The position accounts for 0.08% of the portfolio, ranked #240.

Cambridge Investment Research Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Cambridge Investment Research Advisors held 704,032 shares of iShares A.I. Innovation and Tech Active ETF worth $37.1M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 34,287 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $1.56M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #240 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.