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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
BAM
551
Belpointe Asset Management
Nevada
-$736K -22,105 Closed
AWA
552
Arete Wealth Advisors
Illinois
-$570K -17,129 Closed
EFG
553
Ethos Financial Group
Pennsylvania
-$374K -11,218 Closed
FCA
554
Fortis Capital Advisors
Kansas
-$366K -10,988 Closed
SIG
555
Spinnaker Investment Group
California
-$354K -10,619 Closed
AWM
556
Apex Wealth Management
New Hampshire
-$357K -10,223 Closed
MFG
557
Magnus Financial Group
New York
-$340K -10,211 Closed
EWA
558
Emergent Wealth Advisors
New York
-$248K -7,447 Closed
B
559
Bensler
Washington
-$232K -6,961 Closed
EDRH
560
Edmond de Rothschild Holding
Switzerland
-$232K -6,960 Closed
GIC
561
GFI Investment Counsel
Ontario, Canada
-$216K -6,490 Closed
KIM
562
Kestra Investment Management
Texas
-$205K -6,146 Closed
IWA
563
Independent Wealth Advisors
North Carolina
-$201K -6,047 Closed
HG
564
Herbst Group
Connecticut
-$201K -6,035 Closed
Simplex Trading
565
Simplex Trading
Illinois
-$122K -3,657 Closed
GWM
566
Geneos Wealth Management
Colorado
-$79.5K -2,387 Closed
HC
567
Hurley Capital
New York
-$19.2K -576 Closed
QC
568
Quent Capital
New York
-$14.2K -427 Closed
EW
569
Elyxium Wealth
California
-$8.07K -242 Closed
OA
570
Operose Advisors
Wisconsin
-$6.83K -205 Closed
IIM
571
IFC & Insurance Marketing
California
-$7K -204 Closed
DRP
572
Decker Retirement Planning
Utah
-$4.48K -134 Closed
FFO
573
Fortitude Family Office
Arizona
-$3.8K -114 Closed
CFFP
574
Center for Financial Planning
Michigan
-$3K -90 Closed
TF
575
Tompkins Financial
New York
-$1.67K -50 Closed

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.