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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
SHWM
551
Smith & Howard Wealth Management
Georgia
$257K +$222K +4,876 New
RIS
552
Richmond Investment Services
Wisconsin
$255K -$1.23M -26,966 -85%
DCA
553
DSG Capital Advisors
Minnesota
$252K -$50.3K -1,107 -17%
CCM
554
Coldstream Capital Management
Washington
$250K -$671K -14,774 -76%
GCM
555
Gallacher Capital Management
Colorado
$248K +$214K +4,712 New
NB
556
NBT Bank
New York
$241K -$4.54K -100 -2%
BM
557
Berman McAleer
Maryland
$240K +$207K +4,550 New
SEP
558
Southland Equity Partners
Missouri
$239K +$206K +4,530 New
FSA
559
Financial Services Advisory
Maryland
$234K +$202K +4,445 New
KFG
560
Kingdom Financial Group
Arizona
$233K -$66.9K -1,473 -25%
BAMG
561
Brand Asset Management Group
Missouri
$232K +$200K +4,406 New
PFS
562
Prospera Financial Services
Texas
$226K +$195K +4,289 New
PFA
563
Professional Financial Advisors
Nebraska
$225K +$194K +4,263 New
OFO
564
OneAscent Family Office
Alabama
$224K +$193K +4,246 New
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K +$15.8K +347 +9%
VA
566
Vident Advisory
Georgia
$220K +$190K +4,172 New
ICM
567
Islay Capital Management
Texas
$218K +$188K +4,143 New
PNC Financial Services Group
568
PNC Financial Services Group
Pennsylvania
$217K +$187K +4,112 New
TFG
569
Team Financial Group
California
$217K +$120K +2,639 +179%
NRC
570
New Republic Capital
North Carolina
$213K -$54.4K -1,198 -23%
PA
571
PSI Advisors
Florida
$212K +$183K +4,029 New
SC
572
Searle & Co
Connecticut
$211K +$182K +4,000 New
TWA
573
Tulsa Wealth Advisors
Oklahoma
$211K +$181K +3,995 New
AWM
574
Avior Wealth Management
Nebraska
$209K +$180K +3,971 New
NFG
575
Nations Financial Group
Iowa
$209K +$180K +3,956 New

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.