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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
AUB
601
Atlantic Union Bankshares
Virginia
$53.8K +$46.4K +1,021 New
RRMM
602
Regatta Research & Money Management
Louisiana
$52.7K +$45.4K +1,000 New
BF
603
BOK Financial
Oklahoma
$51.9K -$18.4K -405 -29%
BWL
604
Bogart Wealth LLC
Virginia
$51.8K +$1.09K +24 +3%
AIS
605
Advocate Investing Services
Maryland
$48.8K +$25.2K +555 +150%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$46K +$20.2K +445 +92%
DRP
607
Decker Retirement Planning
Utah
$43.8K +$37.8K +831 New
SL
608
Salomon & Ludwin
Virginia
$43.6K +$2K +44 +5%
ECA
609
Elevated Capital Advisors
Utah
$43.4K +$14.6K +322 +64%
CI
610
Cordant Inc
Oregon
$43K +$37.1K +816 New
MFS
611
Montgomery Financial Services
Maryland
$43K +$37K +815 New
SEP
612
Signature Equity Partners
Ohio
$41.2K -$6.63K -146 -16%
SGFG
613
Silver Grove Financial Group
New York
$40K +$34.5K +759 New
KFGG
614
Keystone Financial Group (Georgia)
Georgia
$35.3K +$3.09K +68 +11%
CTC
615
Central Trust Company
Missouri
$34.1K +$28.3K +622 +2,488%
AG
616
AmeriFlex Group
Nevada
$33K +$5.68K +125 +25%
RFA
617
Reyes Financial Architecture
California
$26.8K
CWP
618
Clark Wealth Partners
Illinois
$24.3K
KFI
619
Key Financial Inc
Pennsylvania
$23.5K
JFA
620
JNBA Financial Advisors
Minnesota
$23.3K
NB
621
NBH Bank
Colorado
$22.8K +$19.6K +432 New
CA
622
Crewe Advisors
Utah
$21.6K +$16.9K +372 +979%
SWM
623
SHP Wealth Management
Massachusetts
$19.2K +$16.6K +365 New
RBC
624
Roble Belko & Company
Pennsylvania
$19K
SFG
625
Strive Financial Group
Indiana
$18.6K +$16K +352 New

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,265 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.