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BAI

iShares A.I. Innovation and Tech Active ETF

660 hedge funds and large institutions have $15.5B invested in iShares A.I. Innovation and Tech Active ETF in 2026 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 177 increasing their positions, 312 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 19

128% more funds holding in top 10

Funds holding in top 10: 3273 (+41)

50% more capital invested

Capital invested by funds: $10.3B → $15.5B (+$5.2B)

22% more funds holding

Funds holding: 541660 (+119)

3% more call options, than puts

Call options by funds: $917K | Put options by funds: $891K

16.89% less ownership

Funds ownership: 113.16%96.27% (-17%)

43% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 312

Holders
660
Holders Change
+119
Holders Change %
+22%
% of All Funds
7.98%
Holding in Top 10
73
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+128.13%
% of All Funds
0.88%
New
148
Increased
177
Reduced
312
Closed
19
Calls
$917K
Puts
$891K
Net Calls
+$26K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Polaris Investment Advisors
Massachusetts
$4.95M -$677K -14,910 -14%
RWA
227
Resolute Wealth Advisor
Ohio
$4.91M
Two Sigma Investments
228
Two Sigma Investments
New York
$4.9M +$4.22M +93,000 New
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$4.88M +$4.2M +92,546 New
CWP
230
Cyndeo Wealth Partners
Florida
$4.7M -$2.57M -56,626 -39%
SF
231
SWP Financial
California
$4.67M -$1.21M -26,737 -23%
JWCA
232
J.W. Cole Advisors
Florida
$4.63M +$192K +4,223 +5%
EFG
233
Ehrlich Financial Group
California
$4.59M +$3.96M +87,103 New
HI
234
Harbour Investments
Wisconsin
$4.5M +$2.54M +55,980 +190%
PIA
235
Pinion Investment Advisors
Kansas
$4.5M -$730K -16,072 -16%
SPAS
236
Spectrum Planning & Advisory Services
California
$4.47M -$880K -19,376 -19%
CWM
237
Curtis Wealth Management
Nevada
$4.41M -$1.13M -24,799 -23%
CWM
238
Centurion Wealth Management
Virginia
$4.41M -$635K -13,971 -14%
RWA
239
Redhawk Wealth Advisors
Minnesota
$4.39M +$3.78M +83,278 New
ACM
240
Absolute Capital Management
Pennsylvania
$4.37M +$624K +13,731 +20%
TWM
241
Tradition Wealth Management
Minnesota
$4.35M -$628K -13,825 -14%
HP
242
Holistic Planning
Texas
$4.33M -$210K -4,622 -5%
B
243
Bedminster
South Carolina
$4.31M -$852K -18,763 -19%
CAG
244
Csenge Advisory Group
Florida
$4.29M -$651K -14,322 -15%
LF
245
Lantz Financial
Illinois
$4.29M -$459K -10,097 -11%
PA
246
PFG Advisors
Arizona
$4.19M -$108K -2,387 -3%
CA
247
CoreCap Advisors
Michigan
$4.19M -$145K -3,198 -4%
MAM
248
Milestone Asset Management
Pennsylvania
$4.14M -$354K -7,795 -9%
CPG
249
Cornerstone Planning Group
New Jersey
$4.1M -$80.6K -1,775 -2%
ATS
250
Ashton Thomas Securities
New York
$4.07M -$963K -21,205 -22%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2026, worth a combined $15.5B — up 50% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BAI positions and 19 closed out — a net gain of 129 holders — while 177 added to existing stakes and 312 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $109M. The largest seller was Envestnet Asset Management, cutting an estimated $408M.

  • 660 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2026, up from 541 in Q1 2026.
  • Funds reported $15.5B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2026, up 50% quarter-over-quarter.
  • 148 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2026 and 19 closed out, a net change of +129 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2026 was Old Mission Capital, an estimated $109M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $408M sold.

Based on aggregated 13F filings for Q2 2026.