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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
UAG
251
United Advisor Group
Ohio
$4.04M +$47.7K +1,049 +1%
VCP
252
Verus Capital Partners
Arizona
$3.97M +$133K +2,919 +4%
FRA
253
FFG Retirement Advisors
Colorado
$3.9M -$22.7K -500 -0.7%
BBA
254
Braun-Bostich & Associates
Pennsylvania
$3.87M -$914K -20,128 -22%
CIAS
255
Capital Investment Advisory Services
North Carolina
$3.77M +$1.41K +31 +0%
Financial Engines Advisors
256
Financial Engines Advisors
California
$3.76M +$3.24M +71,230 New
NG
257
Novem Group
New York
$3.7M +$1.37M +30,179 +75%
IWS
258
Intentional Wealth Strategies
Colorado
$3.65M -$719K -15,826 -19%
PIA
259
Panoramic Investment Advisors
Colorado
$3.62M -$29K -638 -0.9%
SWP
260
Summit Wealth Partners
Florida
$3.56M +$828K +18,236 +37%
GCG
261
Gilbert Capital Group
Maine
$3.52M +$3.03M +66,769 New
SVWG
262
Shared Vision Wealth Group
United States
$3.47M -$895K -19,704 -23%
MWA
263
Merkkuri Wealth Advisors
New York
$3.45M -$186K -4,085 -6%
HA
264
Hyposwiss Advisors
$3.42M +$2.86M +62,920 +3,100%
TWP
265
Tyche Wealth Partners
Texas
$3.41M -$139K -3,059 -5%
BOSSRA
266
B.O.S.S. Retirement Advisors
Utah
$3.41M -$850K -18,720 -22%
RIM
267
Redwood Investment Management
Arizona
$3.24M -$575K -12,656 -17%
FM
268
Family Management
New York
$3.21M +$1.59M +34,961 +134%
HPM
269
Hoxton Planning & Management
West Virginia
$3.19M -$569K -12,525 -17%
ST
270
Sageworth Trust
Pennsylvania
$3.17M +$814K +17,925 +42%
HNH
271
Hopwood Nicholas Hunter
$3.15M -$434K -9,561 -14%
BFG
272
Beto Financial Group
Idaho
$3.14M +$220K +4,834 +7%
PRAG
273
Portfolio Resources Advisor Group
Florida
$3.14M -$638K -14,034 -19%
WQ
274
Wealth Quarterback
New Jersey
$3.13M +$189K +4,153 +8%
MHC
275
May Hill Capital
Massachusetts
$3.04M -$746K -16,416 -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.