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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
DE
426
DV Equities
Illinois
$787K +$679K +14,937 New
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$785K +$73.5K +1,617 +12%
CG
428
CFO4Life Group
Texas
$782K +$674K +14,828 New
SG
429
StoneX Group
New York
$773K +$677K +14,913 New
BHPW
430
Box Hill Private Wealth
Arizona
$772K +$313K +6,879 +89%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$766K +$543K +11,952 +464%
MWA
432
MN Wealth Advisors
Kansas
$762K -$108K -2,371 -14%
LWPC
433
Legacy Wealth Partners (Colorado)
Colorado
$753K -$16.5K -363 -2%
AFP
434
Ausdal Financial Partners
Iowa
$750K -$17.4K -382 -3%
SCM
435
Shelton Capital Management
Colorado
$749K +$645K +14,198 New
SC
436
Solstein Capital
California
$725K +$625K +13,749 New
SWM
437
Silverlake Wealth Management
Vermont
$718K +$267K +5,870 +76%
GM
438
GeoWealth Management
Illinois
$717K -$147K -3,245 -19%
MCA
439
MSH Capital Advisors
Arizona
$716K -$45.8K -1,008 -7%
WEG
440
World Equity Group
Illinois
$715K -$931K -20,504 -60%
Betterment LLC
441
Betterment LLC
New York
$697K -$144K -3,159 -19%
IW
442
Imprint Wealth
South Carolina
$689K -$178K -3,918 -23%
RF
443
Rossby Financial
Florida
$683K +$224K +4,939 +62%
CPC
444
Cadia Private Client
New Jersey
$674K +$94.4K +2,079 +19%
PA
445
Parallel Advisors
California
$673K +$529K +11,635 +1,037%
KCM
446
Key Capital Management
Tennessee
$667K +$99.9K +2,198 +21%
IIA
447
IPG Investment Advisors
California
$665K +$21K +462 +4%
SI
448
Saxon Interests
Texas
$664K +$572K +12,593 New
YWM
449
Yukon Wealth Management
Kansas
$646K +$103K +2,259 +23%
CWG
450
Crown Wealth Group
North Carolina
$640K +$25K +551 +5%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,268 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.