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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
MWM
326
Mosley Wealth Management
California
$963K +$7.04K +205 +0.7%
RW
327
Regimen Wealth
Georgia
$945K +$445K +12,966 +83%
KV
328
Kickstand Ventures
New York
$916K +$198K +5,759 +26%
IWMO
329
Integrated Wealth Management (Ohio)
Ohio
$902K -$21K -612 -2%
AWA
330
Alta Wealth Advisors
Massachusetts
$897K +$535K +15,573 +134%
NAS
331
NWF Advisory Services
California
$896K +$383K +11,162 +70%
BFA
332
Beacon Financial Advisory
Ohio
$893K +$204K +5,930 +28%
SAW
333
Signal Advisors Wealth
Michigan
$893K -$2.33K -68 -0.3%
CIM
334
Catalyst Investment Management
New Hampshire
$886K +$745K +21,706 New
LSIA
335
LaSalle St. Investment Advisors
Illinois
$873K +$132K +3,834 +17%
CFG
336
Cassilly Financial Group
Maryland
$871K +$33.3K +971 +4%
AWA
337
Arkadios Wealth Advisors
Georgia
$869K +$287K +8,374 +47%
EI
338
EFG International
$865K +$901K +26,255 New
FM
339
Family Management
New York
$857K +$113K +3,297 +15%
MA
340
MKT Advisors
California
$844K +$86K +2,506 +12%
OAS
341
Optivise Advisory Services
Tennessee
$831K +$31.9K +929 +4%
MWM
342
Maripau Wealth Management
Indiana
$825K -$5.15K -150 -0.6%
AWA
343
Asempa Wealth Advisors
Louisiana
$823K +$166K +4,847 +25%
PWM
344
Perigon Wealth Management
California
$813K +$120K +3,483 +16%
TFA
345
Transamerica Financial Advisors
Florida
$805K +$132K +3,840 +19%
AAS
346
Ameritas Advisory Services
Nebraska
$797K +$246K +7,167 +42%
Creative Planning
347
Creative Planning
Kansas
$788K +$349K +10,164 +74%
PTC
348
Private Trust Company
Ohio
$785K +$285K +8,316 +54%
RFN
349
RDA Financial Network
Iowa
$775K +$67.6K +1,968 +9%
CCG
350
Catalina Capital Group
California
$770K +$60.7K +1,768 +8%