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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
CA
276
Chatterton & Associates
California
$3.01M -$414K -9,121 -13%
RWS
277
Retirement Wealth Solutions
Wisconsin
$3.01M -$118K -2,601 -4%
RA
278
RFG Advisory
Alabama
$3M -$409K -9,008 -14%
VAG
279
VisionPoint Advisory Group
Texas
$2.96M +$2.2M +48,385 +618%
CRI
280
Commonwealth Retirement Investments
Virginia
$2.92M +$101K +2,230 +4%
BHC
281
Bull Harbor Capital
Maryland
$2.91M -$13.7K -302 -0.5%
NAS
282
NWF Advisory Services
California
$2.88M +$1.24M +27,360 +101%
BWMG
283
Barnes Wealth Management Group
California
$2.86M -$388K -8,547 -14%
VHAM
284
Van Hulzen Asset Management
California
$2.83M +$2.44M +53,669 New
WF
285
WealthPoint Financial
North Carolina
$2.83M -$358K -7,871 -13%
FWP
286
Firethorn Wealth Partners
Georgia
$2.76M -$528K -11,627 -18%
WFS
287
WealthGarden F.S.
California
$2.75M +$227K +5,001 +11%
AWE
288
Avidian Wealth Enterprises
Texas
$2.74M -$436K -9,589 -16%
TF
289
Theory Financial
Colorado
$2.73M -$764K -16,817 -25%
JIC
290
Johnson Investment Counsel
Ohio
$2.69M +$2.32M +51,051 New
IAS
291
Insigneo Advisory Services
Florida
$2.68M +$2.31M +50,748 New
IA
292
IFG Advisory
Georgia
$2.67M +$2.3M +50,623 New
IAS
293
Integrity Advisory Solutions
Texas
$2.6M +$39.8K +876 +2%
BEI
294
Benjamin Edwards Inc
Missouri
$2.58M +$144K +3,178 +7%
DWA
295
Davis Wealth Advisors
New Hampshire
$2.53M -$722K -15,890 -25%
FHA
296
Flagship Harbor Advisors
Massachusetts
$2.52M -$45.4K -1,000 -2%
WCM
297
WealthTrak Capital Management
Virginia
$2.5M -$387K -8,514 -15%
AIA
298
Armor Investment Advisors
North Carolina
$2.5M +$309K +6,809 +17%
MSFP
299
Mark Sheptoff Financial Planning
Connecticut
$2.5M +$111K +2,450 +5%
SFS
300
Sowell Financial Services
Arkansas
$2.5M +$44.5K +979 +2%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,269 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.