Morgan Stanley
BAI

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

Morgan Stanley’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 		$538M Buy
10,200,979
+1,106,356
+12% +$50.3M 0.03% 536
2026
Q1 		$300M Buy
9,094,623
+2,200,902
+32% +$75.6M 0.02% 747
2025
Q4 		$230M Buy
6,893,721
+1,975,334
+40% +$68.5M 0.01% 870
2025
Q3 		$168M Buy
4,918,387
+3,091,140
+169% +$97.5M 0.01% 1030
2025
Q2 		$52.7M Buy
+1,827,247
New +$44.7M ﹤0.01% 1872

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Morgan Stanley's BAI Position: Q2 2026 in Review

Morgan Stanley increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 12% in Q2 2026, buying an estimated $50.3M and bringing the position to 10,200,979 shares worth $538M. The position accounts for 0.03% of the portfolio, ranked #536.

Morgan Stanley first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Morgan Stanley held 10,200,979 shares of iShares A.I. Innovation and Tech Active ETF worth $538M as of Q2 2026.
  • Morgan Stanley bought 1,106,356 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $50.3M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #536 holding.
  • Morgan Stanley first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.