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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
RFP
426
RCS Financial Planning
Maryland
$332K -$1.4M -40,816 -80%
AWMI
427
Aegis Wealth Management (Iowa)
Iowa
$330K +$27.1K +788 +9%
QP
428
Quartz Partners
New York
$329K +$343K +9,998 New
YWM
429
Yukon Wealth Management
Kansas
$329K +$74.4K +2,166 +28%
Tudor Investment Corp
430
Tudor Investment Corp
Connecticut
$316K +$329K +9,591 New
OPWM
431
Oregon Pacific Wealth Management
Oregon
$314K +$32K +931 +11%
LFG
432
Lockerman Financial Group
California
$308K +$99.7K +2,905 +45%
FA
433
Fedenia Advisers
Wisconsin
$303K -$444K -12,931 -58%
FIM
434
Freedom Investment Management
Connecticut
$296K -$72.6K -2,115 -19%
OFS
435
OneAscent Financial Services
Alabama
$296K +$103 +3 +0%
RCM
436
Richardson Capital Management
Wisconsin
$295K +$282K +8,213 +1,122%
FWM
437
FLP Wealth Management
Arkansas
$290K +$32.9K +957 +12%
BWM
438
BAM Wealth Management
Colorado
$290K +$26.1K +761 +9%
SWM
439
SeaCrest Wealth Management
New York
$284K +$296K +8,633 New
AO
440
Advisor OS
Illinois
$280K +$291K +8,488 New
PFA
441
Pinnacle Family Advisors
Missouri
$278K +$7K +204 +2%
RF
442
Rossby Financial
Florida
$273K +$264K +7,689 +2,302%
CIG
443
Cascade Investment Group
Colorado
$272K +$17.2K +500 +6%
SI
444
Stirlingshire Investments
New York
$266K +$27.5K +801 +11%
FWWM
445
Fiscal Wisdom Wealth Management
Connecticut
$264K +$275K +8,015 New
VAG
446
VisionPoint Advisory Group
Texas
$258K +$269K +7,830 New
BHPW
447
Box Hill Private Wealth
Arizona
$256K +$267K +7,772 New
SWM
448
Silverlake Wealth Management
Vermont
$255K +$266K +7,744 New
AF
449
ASL Financial
California
$254K +$265K +7,716 New
PCIA
450
Prime Capital Investment Advisors
Kansas
$254K +$35.2K +1,025 +15%