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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
SW
351
SMART Wealth
Nebraska
$1.55M +$758K +16,690 +131%
TP
352
TritonPoint Partners
Maryland
$1.54M -$979K -21,546 -42%
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$1.52M +$1.31M +28,804 +23,610%
ICP
354
Interchange Capital Partners
Pennsylvania
$1.48M +$1.28M +28,111 New
TI
355
Tidal Investments
Wisconsin
$1.47M +$1.26M +27,796 New
RW
356
Regimen Wealth
Georgia
$1.46M -$42.4K -934 -3%
SMCM
357
Sky-Mountain Capital Management
Idaho
$1.45M +$1.25M +27,497 New
BWM
358
BlackDiamond Wealth Management
New York
$1.45M +$21K +463 +1%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$1.43M -$188K -4,146 -13%
TW
360
Traveka Wealth
California
$1.43M -$107K -2,355 -8%
SPC
361
Sigma Planning Corp
Michigan
$1.43M -$211K -4,644 -15%
MPW
362
Magnolia Private Wealth
Pennsylvania
$1.4M +$428K +9,419 +55%
KV
363
Kickstand Ventures
New York
$1.4M -$61.1K -1,344 -5%
SFG
364
Sovereign Financial Group
Connecticut
$1.38M -$171K -3,772 -13%
TVPW
365
Third View Private Wealth
Connecticut
$1.37M +$1.18M +25,977 New
TFA
366
Transamerica Financial Advisors
Florida
$1.37M +$68.3K +1,503 +6%
BFA
367
Beacon Financial Advisory
Ohio
$1.36M -$58.1K -1,280 -5%
D.E. Shaw & Co
368
D.E. Shaw & Co
New York
$1.36M +$233K +5,130 +25%
BFP
369
Beacon Financial Planning
Massachusetts
$1.35M +$634K +13,964 +119%
BIG
370
Brookwood Investment Group
Arizona
$1.34M -$376K -8,275 -24%
JWA
371
JFS Wealth Advisors
Pennsylvania
$1.33M -$494K -10,879 -30%
Wells Fargo
372
Wells Fargo
California
$1.33M +$665K +14,644 +139%
AFAS
373
Acorn Financial Advisory Services
Virginia
$1.32M +$1.14M +25,029 New
WAL
374
W Advisors LLC
Tennessee
$1.31M -$273K -6,019 -19%
FPW
375
Fairvoy Private Wealth
Alabama
$1.3M -$519K -11,432 -32%

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.