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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
EH
51
Equitable Holdings
New York
$23.6M +$7.74M +225,545 +47%
PPW
52
Parcion Private Wealth
Washington
$23.5M -$11M -320,541 -31%
IWM
53
IHT Wealth Management
Illinois
$22.5M +$5M +145,602 +27%
PAMG
54
Patton Albertson Miller Group
Tennessee
$21.8M +$5.43M +158,201 +31%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$21.1M +$10.1M +294,253 +85%
UW
56
Unique Wealth
Florida
$20.9M +$8.79M +255,916 +68%
SA
57
Scarborough Advisors
Maryland
$20.7M +$4.03M +117,287 +23%
SFP
58
Shepherd Financial Partners
Massachusetts
$20.5M +$4.26M +124,167 +25%
MOS
59
MGO One Seven
Ohio
$20.4M +$3.29M +95,926 +18%
HGWM
60
Horst & Graben Wealth Management
Oregon
$20.2M +$922K +26,844 +6%
TWP
61
Triad Wealth Partners
Kansas
$19.8M +$7.31M +212,994 +55%
SHJ
62
Sharkey, Howes & Javer
Colorado
$19.6M +$785K +22,874 +4%
CIAS
63
CFS Investment Advisory Services
New Jersey
$19.4M -$41.4K -1,207 -0.3%
KAS
64
Kestra Advisory Services
Texas
$18.9M +$12.3M +357,765 +167%
WBG
65
Wharton Business Group
Pennsylvania
$18.3M +$19.1M +556,675 New
Mariner
66
Mariner
Kansas
$18.2M -$1.48M -43,119 -7%
WWG
67
West Wealth Group
California
$16.8M +$1.47M +42,781 +9%
SPIA
68
Steward Partners Investment Advisory
New York
$16.6M +$1.84M +53,695 +12%
CWA
69
Centerline Wealth Advisors
Kentucky
$15.8M +$2.19M +63,713 +15%
TF
70
Trek Financial
Arizona
$15.6M +$6.26M +182,425 +62%
SHIM
71
Stone House Investment Management
Pennsylvania
$15.5M +$1.56M +45,488 +11%
MPW
72
MA Private Wealth
California
$15.5M +$653K +19,030 +4%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$14.6M +$12.6M +367,218 +492%
PAG
74
Private Advisor Group
New Jersey
$14.3M +$902K +26,270 +6%
SWP
75
Stratos Wealth Partners
Ohio
$14.3M +$7.13M +207,833 +92%

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.