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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
PWM
401
Perigon Wealth Management
California
$1.07M -$195K -4,285 -17%
RFN
402
RDA Financial Network
Iowa
$1.07M -$146K -3,208 -14%
SWM
403
Spire Wealth Management
Virginia
$1.04M +$364K +8,006 +68%
ATC
404
Argent Trust Co
Tennessee
$997K -$49.4K -1,087 -5%
LWA
405
Lantern Wealth Advisors
New York
$995K -$17K -375 -2%
GIA
406
Gladstone Institutional Advisory
Florida
$981K -$173K -3,807 -17%
GS
407
GWN Securities
Florida
$973K +$66.9K +1,472 +9%
FAM
408
Formidable Asset Management
Ohio
$971K +$413K +9,096 +45%
LA
409
Latitude Advisors
Florida
$970K +$163K +3,583 +24%
MWM
410
Maripau Wealth Management
Indiana
$970K -$301K -6,636 -27%
DC
411
Davenport & Co
Virginia
$963K -$145K -3,195 -15%
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$962K +$124K +2,722 +18%
CWMK
413
Caliber Wealth Management (Kansas)
Kansas
$953K +$109K +2,400 +15%
EWA
414
Emergent Wealth Advisors
New York
$922K +$536K +11,799 New
LAS
415
Lloyd Advisory Services
Georgia
$902K +$510K +11,220 +190%
MA
416
MKT Advisors
California
$900K -$206K -4,538 -19%
GC
417
GatePass Capital
Ohio
$891K +$102K +2,235 +15%
TCA
418
Transcend Capital Advisors
New Jersey
$877K -$211K -4,637 -22%
GC
419
Grange Capital
Oregon
$863K +$743K +16,363 New
AFW
420
Avantra Family Wealth
Pennsylvania
$861K -$134K -2,948 -15%
SWP
421
Semus Wealth Partners
Florida
$847K -$116K -2,552 -14%
APC
422
Aspire Private Capital
North Carolina
$845K -$198K -4,348 -21%
VR
423
Vision Retirement
New Jersey
$844K +$107K +2,363 +17%
RFA
424
Resurgent Financial Advisors
Georgia
$806K -$149K -3,278 -18%
WWA
425
Wealth Watch Advisors
Colorado
$804K +$693K +15,256 New

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.