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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
DWM
351
DecisionMap Wealth Management
Virginia
$767K +$30.4K +887 +4%
FI
352
FWG Investments
Kentucky
$753K +$167K +4,853 +27%
NL
353
NWAM LLC
Washington
$741K +$413K +12,031 +115%
GIA
354
Gladstone Institutional Advisory
Florida
$739K +$94.2K +2,743 +14%
SAI
355
Savvy Advisors Inc
New York
$715K +$745K +21,709 New
AIA
356
Accelerate Investment Advisors
California
$712K +$67.9K +1,977 +10%
DC
357
Davenport & Co
Virginia
$707K +$75.1K +2,188 +11%
CCFM
358
Clear Creek Financial Management
Washington
$705K +$418K +12,170 +132%
TCA
359
Transcend Capital Advisors
New Jersey
$701K +$34.9K +1,016 +5%
PI
360
PFG Investments
New York
$693K +$233K +6,782 +48%
GWSA
361
Global Wealth Strategies & Associates
Colorado
$691K -$1.65M -47,966 -70%
D.E. Shaw & Co
362
D.E. Shaw & Co
New York
$680K +$709K +20,644 New
FAM
363
Formidable Asset Management
Ohio
$678K +$699K +20,362 New
APC
364
Aspire Private Capital
North Carolina
$672K +$34.7K +1,012 +5%
LA
365
Lifeworks Advisors
Michigan
$662K +$55K +1,601 +9%
ATC
366
Argent Trust Co
Tennessee
$659K +$345K +10,037 +101%
CCM
367
Coldstream Capital Management
Washington
$643K +$106K +3,096 +19%
PA
368
Pinnacle Associates
New York
$641K +$83.1K +2,421 +14%
Goldman Sachs
369
Goldman Sachs
New York
$638K -$3.78M -110,060 -85%
AFW
370
Avantra Family Wealth
Pennsylvania
$635K -$5.32K -155 -0.8%
LWA
371
Lantern Wealth Advisors
New York
$634K +$147K +4,269 +28%
AWM
372
Alterna Wealth Management
Texas
$619K +$148K +4,313 +30%
SWP
373
Semus Wealth Partners
Florida
$613K +$22.7K +662 +4%
RFA
374
Resurgent Financial Advisors
Georgia
$612K -$5.05K -147 -0.8%
ISFAN
375
Investor's Fiduciary Advisor Network
Washington
$610K -$43.9K -1,278 -6%