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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
PCG
451
Prosperity Consulting Group
Maryland
$254K +$264K +7,698 New
WPW
452
Waldron Private Wealth
Pennsylvania
$243K +$21.6K +628 +9%
SAM
453
Strategy Asset Managers
California
$238K +$4.98K +145 +2%
CA
454
Continuum Advisory
Idaho
$237K +$18K +525 +8%
LEA
455
Legacy Edge Advisors
New York
$237K +$10.9K +318 +5%
RSWM
456
Robertson Stephens Wealth Management
California
$231K +$241K +7,014 New
BFS
457
Bradley Foster & Sargent
Connecticut
$227K
TWM
458
Trinity Wealth Management
Pennsylvania
$225K +$8.34K +243 +4%
SPWG
459
Syntegra Private Wealth Group
Missouri
$216K -$1.51K -44 -0.7%
DCA
460
DSG Capital Advisors
Minnesota
$214K -$8.69K -253 -4%
EAM
461
Empirical Asset Management
Massachusetts
$214K +$5.49K +160 +3%
EFS
462
Essex Financial Services
Connecticut
$214K +$223K +6,485 New
EWM
463
Elevation Wealth Management
Minnesota
$207K +$215K +6,270 New
BTWM
464
Baker Tilly Wealth Management
Wisconsin
$201K +$209K +6,090 New
LAS
465
Lloyd Advisory Services
Georgia
$194K -$249K -7,267 -55%
KFG
466
Kingdom Financial Group
Arizona
$194K +$52.8K +1,537 +35%
FMP
467
Financial Management Professionals
Texas
$187K
NRC
468
New Republic Capital
North Carolina
$172K +$8.21K +239 +5%
CF
469
Centaurus Financial
California
$167K +$37.8K +1,101 +28%
GSEP
470
Golden State Equity Partners
California
$163K -$150K -4,367 -47%
Fidelity Investments
471
Fidelity Investments
Massachusetts
$155K +$113K +3,286 +231%
NB
472
NBT Bank
New York
$154K +$159K +4,638 +14,055%
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K +$68.2K +1,988 +105%
HIA
474
Harbor Investment Advisory
Maryland
$117K +$61.8K +1,800 +104%
CAN
475
Capital Advisor Network
Indiana
$110K +$115K +3,336 New