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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
CI
651
CX Institutional
Indiana
$3K +$2.54K +56 New
DF
652
DecisionPoint Financial
Arizona
$2.97K +$2.73K +60 New
WETS
653
Wealth Enhancement Trust Services
South Dakota
$2.74K +$2.36K +52 New
UBS AM
654
UBS AM
Illinois
$2.42K
RFA
655
Register Financial Advisors
Georgia
$2.42K +$2.09K +46 New
GJIA
656
Glass Jacobson Investment Advisors
Maryland
$2.06K -$16.4K -361 -90%
PWM
657
Proathlete Wealth Management
Florida
$1.61K +$45 +1 +3%
UB
658
UMB Bank
Missouri
$1.32K
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$1.16K +$999 +22 New
KFAS
660
Keating Financial Advisory Services
Kansas
$633 -$2.41K -53 -82%
OCM
661
Orion Capital Management
California
$474
Balyasny Asset Management
662
Balyasny Asset Management
Illinois
-$1.25M -37,800 Closed
CAM
663
Capital Asset Management
Colorado
-$1.13M -34,410 Closed
ISFAN
664
Investor's Fiduciary Advisor Network
Washington
-$610K -18,515 Closed
PEWA
665
Pacific Excel Wealth Advisors
California
-$593K -17,995 Closed
GS
666
GTS Securities
Florida
-$404K -12,258 Closed
Tudor Investment Corp
667
Tudor Investment Corp
Connecticut
-$316K -9,591 Closed
GSEP
668
Golden State Equity Partners
California
-$163K -4,958 Closed
OWA
669
Opal Wealth Advisors
New York
-$97.2K -2,950 Closed
MCM
670
MAI Capital Management
Ohio
-$87.4K -2,652 Closed
GWANC
671
Guardian Wealth Advisors (North Carolina)
North Carolina
-$36.2K -1,100 Closed
BOJHT
672
Bank of Jackson Hole Trust
Wyoming
-$14.2K -432 Closed
ITIM
673
Indiana Trust & Investment Management
Indiana
-$13.5K -409 Closed
CW
674
Curio Wealth
Maryland
-$11.2K -341 Closed
FFL
675
Financial Freedom LLC
Ohio
-$7.57K -230 Closed

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.