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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
APFP
451
Action Point Financial Planning
Michigan
$638K +$550K +12,109 New
SFC
452
Strategic Financial Concepts
Texas
$636K -$2.29M -50,462 -81%
CP
453
Castleview Partners
Texas
$634K +$546K +12,024 New
HKIMG
454
Hutchens & Kramer Investment Management Group
Indiana
$608K -$129K -2,844 -20%
CFO
455
Callan Family Office
Pennsylvania
$604K +$520K +11,456 New
LA
456
LexAurum Advisors
Kansas
$600K
CFG
457
Cooper Financial Group
California
$594K -$56K -1,233 -10%
ABTD
458
Arvest Bank Trust Division
Oklahoma
$585K +$504K +11,088 New
GFA
459
Gallagher Fiduciary Advisors
Illinois
$583K -$164K -3,616 -25%
MSFS
460
Main Street Financial Solutions
Pennsylvania
$582K +$502K +11,047 New
RCM
461
Richardson Capital Management
Wisconsin
$582K +$95.1K +2,093 +23%
PWM
462
Parkway Wealth Management
Texas
$579K -$183K -4,028 -27%
KIM
463
Kestra Investment Management
Texas
$574K +$494K +10,881 New
MSWM
464
McGlone Suttner Wealth Management
Wisconsin
$567K
LIM
465
Leavell Investment Management
Alabama
$561K +$483K +10,636 New
HFG
466
Harborfront Financial Group
Michigan
$560K +$483K +10,627 New
VWM
467
Vermillion Wealth Management
Minnesota
$558K +$481K +10,586 New
CAM
468
Concorde Asset Management
Michigan
$532K -$84.7K -1,864 -16%
EMCIP
469
Ewing Morris & Co Investment Partners
Ontario, Canada
$531K +$458K +10,079 New
SIG
470
Spinnaker Investment Group
California
$530K +$457K +10,055 New
BCI
471
Blue Capital Inc
Nebraska
$529K -$135K -2,965 -23%
LFG
472
Lockerman Financial Group
California
$528K +$30.9K +680 +7%
ASG
473
Advisory Solutions Group
Minnesota
$525K +$452K +9,957 New
Fidelity Investments
474
Fidelity Investments
Massachusetts
$516K +$231K +5,083 +108%
AO
475
Advisor OS
Illinois
$501K +$45.9K +1,010 +12%

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.