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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
Stifel Financial
26
Stifel Financial
Missouri
$56M +$5.25M +152,812 +10%
AWMS
27
Advocacy Wealth Management Services
Georgia
$54.3M +$3.4M +99,112 +6%
SA
28
Sanctuary Advisors
Indiana
$52.9M +$4.19M +122,070 +8%
Osaic Holdings
29
Osaic Holdings
Arizona
$52.8M +$18.5M +540,311 +51%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$51.8M -$12.9M -376,677 -19%
UCFA
31
United Capital Financial Advisors
Texas
$49.7M +$845K +24,615 +2%
DWM
32
Destination Wealth Management
California
$48.7M +$2.66M +77,547 +6%
UBS Group
33
UBS Group
Switzerland
$40.9M +$19.2M +560,666 +82%
BlackRock
34
BlackRock
New York
$38.2M -$4.64M -135,063 -10%
AWC
35
Abundance Wealth Counselors
Pennsylvania
$36.7M +$465K +13,533 +1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35.6M +$11.3M +328,748 +44%
QWP
37
Quotient Wealth Partners
Texas
$34.6M +$2.36M +68,621 +7%
AWM
38
AE Wealth Management
Kansas
$32.9M +$2.57M +74,760 +8%
AG
39
Ascent Group
Virginia
$32.1M +$1.62M +47,122 +5%
PCA
40
Prosperity Capital Advisors
Ohio
$31.2M +$9.66M +281,299 +42%
IWA
41
Icon Wealth Advisors
Texas
$29.9M +$3.61M +105,262 +17%
Cerity Partners
42
Cerity Partners
New York
$29.3M +$30.6M +890,399 New
AI
43
Atria Investments
North Carolina
$29.3M +$3.1M +90,290 +11%
IWC
44
Integrated Wealth Concepts
Massachusetts
$28.5M +$3.04M +88,422 +11%
IA
45
Integrity Alliance
Iowa
$27.9M +$1.98M +57,561 +7%
CW
46
CreativeOne Wealth
Kansas
$26.7M +$1.97M +57,346 +8%
Truist Financial
47
Truist Financial
North Carolina
$24.5M +$2.32M +67,721 +10%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$24.3M +$2.78M +80,974 +12%
AAP
49
Arax Advisory Partners
Colorado
$24.3M +$16.1M +468,941 +175%
AssetMark Inc
50
AssetMark Inc
California
$24.1M +$19M +554,491 +311%