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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
FFWA
526
Forthright Family Wealth Advisory
Texas
$331K +$286K +6,287 New
BRPW
527
Ballast Rock Private Wealth
South Carolina
$329K +$283K +6,235 New
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$328K +$6.36K +140 +2%
RSWM
529
Robertson Stephens Wealth Management
California
$325K -$38.8K -853 -12%
IWA
530
Independent Wealth Advisors
North Carolina
$322K +$277K +6,106 New
QCM
531
Quantinno Capital Management
New York
$318K +$274K +6,027 New
CSP
532
Cary Street Partners
Virginia
$314K +$242K +5,328 +840%
TWM
533
Trinity Wealth Management
Pennsylvania
$309K -$43.6K -960 -14%
SI
534
Stirlingshire Investments
New York
$304K -$104K -2,287 -28%
WP
535
Wealthspan Partners
Iowa
$303K +$261K +5,740 New
DCM
536
Dimension Capital Management
Florida
$300K +$258K +5,686 New
WC
537
Waterloo Capital
Texas
$296K +$255K +5,624 New
AF
538
Apollon Financial
South Carolina
$293K +$252K +5,550 New
AFA
539
AA Financial Advisors
Ohio
$292K +$251K +5,536 New
VC
540
Veracity Capital
Georgia
$291K +$251K +5,528 New
LEA
541
Legacy Edge Advisors
New York
$288K -$78.2K -1,721 -24%
IAA
542
Independent Advisor Alliance
North Carolina
$286K -$406K -8,944 -62%
WAG
543
Winthrop Advisory Group
Massachusetts
$285K +$246K +5,406 New
SA
544
Stewardship Advisors
Pennsylvania
$280K +$241K +5,305 New
E
545
EntreWealth
Texas
$279K +$289K +6,357 New
EWM
546
Elevation Wealth Management
Minnesota
$277K -$46.2K -1,016 -16%
AA
547
Auctus Advisors
North Carolina
$270K +$233K +5,122 New
BZWA
548
Blue Zone Wealth Advisors
California
$264K +$227K +5,000 New
Goldman Sachs
549
Goldman Sachs
New York
$259K -$657K -14,455 -75%
EAM
550
Empirical Asset Management
Massachusetts
$258K -$72.7K -1,600 -25%

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.