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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
FGC
476
First Growth Capital
Maryland
$495K +$427K +9,393 New
XT
477
XTX Topco
Cayman Islands
$491K +$423K +9,319 New
AWMI
478
Aegis Wealth Management (Iowa)
Iowa
$486K -$36.4K -802 -8%
FIM
479
Freedom Investment Management
Connecticut
$476K +$2K +44 +0.5%
HIA
480
Harbor Investment Advisory
Maryland
$472K +$246K +5,426 +153%
EFS
481
Essex Financial Services
Connecticut
$471K +$111K +2,450 +38%
OFS
482
OneAscent Financial Services
Alabama
$470K -$2.5K -55 -0.6%
CIM
483
Catalyst Investment Management
New Hampshire
$465K -$585K -12,883 -59%
CIA
484
Cape Investment Advisory
Georgia
$462K -$61.6K -1,356 -13%
SWM
485
SeaCrest Wealth Management
New York
$460K +$4.27K +94 +1%
OPWM
486
Oregon Pacific Wealth Management
Oregon
$458K -$38K -837 -9%
FEM
487
Fulcrum Equity Management
Texas
$457K -$131K -2,882 -25%
KWA
488
Kingswood Wealth Advisors
California
$450K -$89.1K -1,962 -19%
HIM
489
Hanlon Investment Management
New Jersey
$446K -$174K -3,821 -31%
AF
490
ASL Financial
California
$443K +$31.5K +693 +9%
SSCA
491
South Shore Capital Advisors
Massachusetts
$433K +$374K +8,222 New
MC
492
Moors & Cabot
Massachusetts
$433K +$373K +8,221 New
BPA
493
Beacon Pointe Advisors
California
$429K +$370K +8,139 New
RFP
494
RCS Financial Planning
Maryland
$423K -$93.4K -2,055 -20%
BWM
495
BAM Wealth Management
Colorado
$419K -$39.1K -860 -10%
CIG
496
Cascade Investment Group
Colorado
$416K -$15.9K -350 -4%
EWM
497
Endowment Wealth Management
Wisconsin
$414K +$357K +7,859 New
FWWM
498
Fiscal Wisdom Wealth Management
Connecticut
$413K -$8.31K -183 -2%
LWM
499
LongView Wealth Management
Georgia
$408K -$93.6K -2,060 -21%
QP
500
Quartz Partners
New York
$407K -$103K -2,273 -23%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,266 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.