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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
O3W
326
Omni 360 Wealth
New Jersey
$1.85M +$124K +2,736 +8%
CCFM
327
Clear Creek Financial Management
Washington
$1.85M +$622K +13,681 +64%
GAM
328
Gotham Asset Management
New York
$1.84M +$781K +17,195 +97%
AL
329
ARWA LLC
Texas
$1.8M +$1.44M +31,660 +315%
FHC
330
First Heartland Consultants
Missouri
$1.78M -$467K -10,283 -23%
Creative Planning
331
Creative Planning
Kansas
$1.78M +$451K +9,926 +41%
EWA
332
EP Wealth Advisors
California
$1.77M -$1.5K -33 -0.1%
JMA
333
J.M. Arbour
Maine
$1.77M -$437K -9,611 -22%
SAM
334
Smartleaf Asset Management
Massachusetts
$1.74M
SEIA
335
Signature Estate & Investment Advisors
California
$1.71M -$16.5K -364 -1%
KCM
336
KM Capital Management
Texas
$1.68M -$18.2K -400 -1%
GVCM
337
Global View Capital Management
Wisconsin
$1.67M +$1.44M +31,599 New
AFG
338
Atomi Financial Group
New York
$1.66M -$252K -5,537 -15%
PW
339
PUREfi Wealth
Massachusetts
$1.66M -$296K -6,510 -17%
HWM
340
Horizon Wealth Management
Illinois
$1.64M -$166K -3,664 -11%
PTC
341
Private Trust Company
Ohio
$1.63M +$325K +7,156 +30%
WAM
342
WNY Asset Management
New York
$1.63M -$187K -4,107 -12%
SJGA
343
Stephen J. Garry & Associates
New York
$1.62M -$57.9K -1,275 -4%
AWA
344
Asempa Wealth Advisors
Louisiana
$1.6M +$286K +6,296 +26%
SPI
345
Sutton Place Investors
New York
$1.58M -$286K -6,305 -17%
CIM
346
Capital Investment Management
Missouri
$1.58M -$319K -7,016 -19%
CPCM
347
Cardinal Point Capital Management
Ontario, Canada
$1.57M
AWA
348
Alta Wealth Advisors
Massachusetts
$1.57M +$113K +2,483 +9%
SIS
349
Sound Income Strategies
Florida
$1.57M +$706K +15,549 +110%
CF
350
Centaurus Financial
California
$1.56M +$1.12M +24,594 +484%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,272 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.