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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
CFP
626
Comprehensive Financial Planning
Pennsylvania
$17.7K +$45 +1 +0.3%
CSB
627
City State Bank
Iowa
$16.3K
IRAG
628
Investment Research & Advisory Group
Georgia
$13.7K +$11.8K +260 New
MWPCG
629
Measured Wealth Private Client Group
New Hampshire
$13.3K
PAI
630
Pittenger & Anderson Inc
Nebraska
$12.7K +$10.9K +240 New
FDW
631
Fourth Dimension Wealth
Ohio
$12.3K +$10.6K +234 New
NFSG
632
Newbridge Financial Services Group
Florida
$12.2K +$10.5K +231 New
Russell Investments Group
633
Russell Investments Group
United Kingdom
$11.5K +$8.63K +190 +679%
NA
634
Networth Advisors
Pennsylvania
$10.7K -$2.09K -46 -18%
CA
635
Clearstead Advisors
Ohio
$10K +$8.63K +190 New
GF
636
GGM Financials
Ohio
$10K +$8.63K +190 New
CFB
637
Cullen/Frost Bankers
Texas
$9.91K
WA
638
WPG Advisers
Maryland
$9.75K +$8.4K +185 New
HNB
639
Huntington National Bank
Ohio
$9.54K
AF
640
Advisornet Financial
Minnesota
$9.02K -$98.5K -2,169 -93%
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.8K +$3.77K +83 +128%
BCWM
642
Bartlett & Co Wealth Management
Ohio
$6.85K
BW
643
Basepoint Wealth
Iowa
$6.85K +$5.91K +130 New
LFG
644
Larson Financial Group
Missouri
$6.43K
CFM
645
Compass Financial Management
Florida
$4.96K +$4.27K +94 New
SRCM
646
Signature Resources Capital Management
California
$4.69K +$4.04K +89 New
RWPA
647
Richard W. Paul & Associates
Michigan
$4.64K +$4K +88 New
FCMT
648
Founders Capital Management (Texas)
Texas
$3.9K +$3.36K +74 New
AIC
649
Archer Investment Corporation
Indiana
$3.48K +$3K +66 New
CCWM
650
Cassaday & Co Wealth Management
Virginia
$3.48K +$3K +66 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.