Citigroup
BAI

Citigroup’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Citigroup’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
Q1 		$1.35M Buy
+41,034
New +$1.41M ﹤0.01% 2918
2025
Q4 		– Sell
-275
Closed -$9.39K – 6584
2025
Q3 		$9.39K Buy
+275
New +$8.68K ﹤0.01% 5044

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Citigroup's BAI Position: Q1 2026 in Review

Citigroup opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026: 41,034 shares worth $1.35M. The stake represents ﹤0.01% of the portfolio and ranks #2918 among its holdings. This is a return to the name: Citigroup previously reported a position in BAI as recently as Q3 2025.

Citigroup first reported a position in BAI in Q3 2025 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Citigroup held 41,034 shares of iShares A.I. Innovation and Tech Active ETF worth $1.35M as of Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Citigroup position in Q1 2026.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2918 holding.
  • Citigroup first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.