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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
CWM
251
Contango Wealth Management
California
$1.84M +$1.26M +36,622 +189%
WCM
252
WealthTrak Capital Management
Virginia
$1.84M +$25.9K +754 +1%
BHC
253
Bull Harbor Capital
Maryland
$1.83M +$1.91M +55,547 New
WQ
254
Wealth Quarterback
New Jersey
$1.82M +$134K +3,914 +8%
LIA
255
LifePlan Investment Advisors
North Carolina
$1.81M +$236K +6,869 +14%
BW
256
Blalock Williams
Alabama
$1.81M +$258K +7,514 +16%
XPN
257
XY Planning Network
Montana
$1.77M +$537K +15,655 +43%
CRI
258
Commonwealth Retirement Investments
Virginia
$1.75M +$270K +7,862 +17%
CL
259
Choreo LLC
Illinois
$1.74M +$550K +16,024 +43%
BRWA
260
B. Riley Wealth Advisors
Florida
$1.68M +$50.7K +1,477 +3%
WP
261
WealthPLAN Partners
Nebraska
$1.68M +$90.7K +2,641 +5%
TP
262
TritonPoint Partners
Maryland
$1.67M +$1.09M +31,697 +166%
SWP
263
Summit Wealth Partners
Florida
$1.63M +$690K +20,108 +69%
GSWM
264
Golden State Wealth Management
California
$1.62M +$1.15M +33,387 +213%
FHA
265
Flagship Harbor Advisors
Massachusetts
$1.61M +$81.7K +2,379 +5%
IAS
266
Integrity Advisory Solutions
Texas
$1.6M +$309K +8,988 +23%
KCM
267
KM Capital Management
Texas
$1.57M -$1.25M -36,346 -53%
AQR Capital Management
268
AQR Capital Management
Connecticut
$1.56M +$351K +10,218 +28%
WFS
269
WealthGarden F.S.
California
$1.55M +$61.8K +1,801 +4%
VPF
270
Vantage Point Financial
Illinois
$1.54M +$206K +6,014 +15%
BWA
271
BCU Wealth Advisors
Illinois
$1.54M +$111K +3,228 +7%
SFS
272
Sowell Financial Services
Arkansas
$1.53M +$184K +5,370 +13%
BEI
273
Benjamin Edwards Inc
Missouri
$1.51M +$272K +7,930 +21%
VWM
274
Venturi Wealth Management
Texas
$1.51M +$1.57M +45,752 New
FHC
275
First Heartland Consultants
Missouri
$1.45M +$171K +4,972 +13%