We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

541 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, 391 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

715% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 48

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

88% more funds holding in top 10

Funds holding in top 10: 1732 (+15)

21% more capital invested

Capital invested by funds: $8.54B → $10.3B (+$1.77B)

6.77% more ownership

Funds ownership: 106.38%113.16% (+6.8%)

6% more funds holding

Funds holding: 509541 (+32)

Holders
541
Holders Change
+32
Holders Change %
+6.29%
% of All Funds
6.62%
Holding in Top 10
32
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+88.24%
% of All Funds
0.39%
New
83
Increased
391
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%

BAI Hedge Fund Activity: Q1 2026 in Review

541 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q1 2026, worth a combined $10.3B — up 21% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAI positions and 39 closed out — a net gain of 44 holders — while 391 added to existing stakes and 48 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $297M. The largest seller was US Bancorp, cutting an estimated $19.1M.

  • 541 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q1 2026, up from 509 in Q4 2025.
  • Funds reported $10.3B of iShares A.I. Innovation and Tech Active ETF stock for Q1 2026, up 21% quarter-over-quarter.
  • 83 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q1 2026 and 39 closed out, a net change of +44 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $297M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q1 2026 was US Bancorp, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2026.