Jim Simons
BAI

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

Jim Simons’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 		– Sell
-56,600
Closed -$1.88M – 3775
2025
Q4 		$1.88M Buy
56,600
+24,200
+75% +$839K ﹤0.01% 1901
2025
Q3 		$1.11M Buy
+32,400
New +$1.02M ﹤0.01% 2429

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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

Jim Simons's BAI Position: Q1 2026 in Review

Jim Simons sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026, closing a stake of 56,600 shares — an estimated $1.88M sold.

Jim Simons first reported a position in BAI in Q3 2025 and held it in 2 quarters. The position peaked at $1.88M in Q4 2025. 540 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Jim Simons reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 56,600 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $1.88M.
  • Jim Simons first reported a position in iShares A.I. Innovation and Tech Active ETF in Q3 2025 and held it in 2 quarters.
  • Jim Simons's iShares A.I. Innovation and Tech Active ETF position peaked at $1.88M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.