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BAI

iShares A.I. Innovation and Tech Active ETF

539 hedge funds and large institutions have $10.3B invested in iShares A.I. Innovation and Tech Active ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 389 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 48

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

82% more funds holding in top 10

Funds holding in top 10: 1731 (+14)

21% more capital invested

Capital invested by funds: $8.54B → $10.3B (+$1.76B)

6.68% more ownership

Funds ownership: 106.36%113.04% (+6.7%)

6% more funds holding

Funds holding: 508539 (+31)

Holders
539
Holders Change
+31
Holders Change %
+6.1%
% of All Funds
6.64%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.38%
New
83
Increased
389
Reduced
48
Closed
39
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.19B +$297M +8,657,152 +15%
LPL Financial
2
LPL Financial
California
$902M +$136M +3,958,770 +17%
DWM
3
Dynasty Wealth Management
Florida
$648M +$265M +7,711,113 +65%
JP Morgan Chase
4
JP Morgan Chase
New York
$635M +$142M +4,134,372 +25%
Ameriprise
5
Ameriprise
Minnesota
$311M +$89.3M +2,600,460 +38%
Morgan Stanley
6
Morgan Stanley
New York
$300M +$75.6M +2,200,902 +32%
OCA
7
OpenArc Corporate Advisory
Georgia
$261M +$89.6M +2,609,665 +49%
SWP
8
Sagespring Wealth Partners
Tennessee
$245M +$95.3M +2,775,398 +59%
Bank of America
9
Bank of America
North Carolina
$223M +$55.5M +1,616,893 +31%
PAS
10
Park Avenue Securities
New York
$206M +$17.4M +505,503 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$185M +$16.8M +490,266 +10%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$184M +$2.22M +64,545 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$172M +$1.53M +44,701 +0.9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$158M +$17.1M +497,549 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$123M +$15.7M +456,830 +14%
Raymond James Financial
16
Raymond James Financial
Florida
$121M +$32.8M +955,698 +35%
NA
17
NewEdge Advisors
Louisiana
$108M +$6.91M +201,227 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$105M +$10.3M +300,664 +10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$93.5M +$97.3M +2,834,328 +97,735%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$91.5M +$10.6M +308,631 +13%
OIA
21
OneDigital Investment Advisors
Kansas
$88.1M +$15.3M +444,396 +20%
SW
22
SoFi Wealth
California
$85.8M +$4.84M +140,925 +6%
MFG
23
Merit Financial Group
Georgia
$82.9M +$12M +350,042 +16%
FIA
24
Foundations Investment Advisors
Arizona
$80M +$9.6M +279,732 +13%
JC
25
JB Capital
Connecticut
$70M +$1.44M +41,918 +2%