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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
BRWA
301
B. Riley Wealth Advisors
Florida
$2.44M -$275K -6,063 -11%
XPN
302
XY Planning Network
Montana
$2.43M -$275K -6,055 -12%
BW
303
Blalock Williams
Alabama
$2.42M -$412K -9,070 -17%
VWM
304
Venturi Wealth Management
Texas
$2.4M -$6.13K -135 -0.3%
RWP
305
Ridgeline Wealth Planning
Ohio
$2.38M +$460K +10,133 +29%
AQR Capital Management
306
AQR Capital Management
Connecticut
$2.37M -$104K -2,283 -5%
KWS
307
Keystone Wealth Services
California
$2.36M +$210K +4,613 +11%
FPAS
308
Focus Partners Advisor Solutions
Missouri
$2.31M +$226K +4,965 +13%
NS
309
Northland Securities
Minnesota
$2.29M +$248K +5,470 +14%
LIA
310
LifePlan Investment Advisors
North Carolina
$2.26M -$551K -12,131 -22%
WP
311
WealthPLAN Partners
Nebraska
$2.21M -$414K -9,114 -18%
ZS
312
Zenith Solutions
Pennsylvania
$2.18M +$1.87M +41,262 New
US Bancorp
313
US Bancorp
Minnesota
$2.17M +$298K +6,556 +19%
TWP
314
Tempus Wealth Planning
California
$2.1M +$97.9K +2,155 +6%
LBC
315
Leigh Baldwin & Co
New York
$2.09M +$32.2K +709 +2%
LSIA
316
LaSalle St. Investment Advisors
Illinois
$2.07M +$580K +12,764 +48%
VPF
317
Vantage Point Financial
Illinois
$2.05M -$357K -7,868 -17%
CFD
318
Creative Financial Designs
Indiana
$2.04M +$13K +286 +0.7%
KWM
319
Kingsview Wealth Management
Oregon
$2.04M -$120K -2,641 -6%
Natixis Advisors
320
Natixis Advisors
Massachusetts
$2.02M +$1.74M +38,259 New
PI
321
PFG Investments
New York
$2M +$770K +16,954 +81%
BWA
322
BCU Wealth Advisors
Illinois
$1.97M -$424K -9,323 -20%
SGCM
323
Sanchez Gaunt Capital Management
Nevada
$1.91M -$232K -5,115 -12%
IA
324
IFP Advisors
Florida
$1.89M -$2.37M -52,278 -59%
SAI
325
Savvy Advisors Inc
New York
$1.87M +$625K +13,765 +63%

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.