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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
7.99%
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
AWC
26
Abundance Wealth Counselors
Pennsylvania
$102M +$37.5M +825,188 +74%
UBS Group
27
UBS Group
Switzerland
$101M +$30.9M +679,633 +55%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$98.1M +$35.4M +779,562 +72%
AAP
29
Arax Advisory Partners
Colorado
$95.8M +$49.1M +1,080,919 +147%
Osaic Holdings
30
Osaic Holdings
Arizona
$91.5M +$6.08M +133,800 +8%
JC
31
JB Capital
Connecticut
$87.1M -$21.4M -471,519 -22%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$80M +$67.4M +1,483,086 +4,417%
Stifel Financial
33
Stifel Financial
Missouri
$79.2M -$9.01M -198,223 -12%
DWM
34
Destination Wealth Management
California
$77.2M -$625K -13,754 -0.9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$73.1M -$8.7M -191,450 -12%
AWMS
36
Advocacy Wealth Management Services
Georgia
$73M -$12M -263,133 -16%
SA
37
Sanctuary Advisors
Indiana
$71.3M -$11.5M -252,333 -16%
IWC
38
Integrated Wealth Concepts
Massachusetts
$70.6M +$21.5M +473,619 +55%
Jane Street
39
Jane Street
New York
$69.6M +$42.2M +928,607 +237%
UCFA
40
United Capital Financial Advisors
Texas
$67.2M -$11M -241,138 -16%
QWP
41
Quotient Wealth Partners
Texas
$52.3M -$2.73M -60,032 -6%
PCA
42
Prosperity Capital Advisors
Ohio
$49.5M -$307K -6,762 -0.7%
VT
43
Vise Technologies
New York
$45.9M +$28.5M +627,612 +259%
AWM
44
AE Wealth Management
Kansas
$43.4M -$7.99M -175,839 -18%
EH
45
Equitable Holdings
New York
$43.4M +$5.14M +113,100 +16%
AG
46
Ascent Group
Virginia
$42.5M -$7.58M -166,791 -17%
AI
47
Atria Investments
North Carolina
$38.4M -$7.36M -161,996 -18%
IWM
48
IHT Wealth Management
Illinois
$38M +$1.65M +36,301 +5%
Cerity Partners
49
Cerity Partners
New York
$37.4M -$8.27M -181,934 -20%
IA
50
Integrity Alliance
Iowa
$37.3M -$6.25M -137,635 -16%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,264 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.