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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$37.1M -$1.56M -34,287 -5%
AssetMark Inc
52
AssetMark Inc
California
$36.6M -$1.71M -37,609 -5%
PAMG
53
Patton Albertson Miller Group
Tennessee
$36M +$948K +20,877 +3%
Truist Financial
54
Truist Financial
North Carolina
$35.8M -$2.89M -63,708 -9%
PCG
55
Prosperity Consulting Group
Maryland
$35.7M +$30.4M +669,913 +8,702%
QC
56
Quadrature Capital
United Kingdom
$34.1M +$29.4M +647,452 New
KAS
57
Kestra Advisory Services
Texas
$33.8M +$3.14M +69,072 +12%
TVAMP
58
Tennessee Valley Asset Management Partners
Tennessee
$33.7M -$59.8K -1,317 -0.2%
B
59
Bensler
Washington
$33.4M +$28.7M +632,671 New
CW
60
CreativeOne Wealth
Kansas
$33M -$8.39M -184,637 -23%
VAS
61
Vestmark Advisory Solutions
Massachusetts
$32.9M +$8.3M +182,653 +41%
PPW
62
Parcion Private Wealth
Washington
$32.8M -$4.19M -92,154 -13%
SFP
63
Shepherd Financial Partners
Massachusetts
$32.6M -$194K -4,263 -0.7%
WBG
64
Wharton Business Group
Pennsylvania
$31.5M +$1.89M +41,611 +7%
IWA
65
Icon Wealth Advisors
Texas
$31.2M -$5.85M -128,797 -18%
MGWM
66
Marks Group Wealth Management
Minnesota
$27.1M +$14.6M +320,662 +165%
TWP
67
Triad Wealth Partners
Kansas
$26.8M +$1.09M +24,095 +4%
PAG
68
Private Advisor Group
New Jersey
$26.8M +$3.3M +72,691 +17%
MOS
69
MGO One Seven
Ohio
$26.3M -$5.46M -120,227 -19%
SA
70
Scarborough Advisors
Maryland
$26M -$4.39M -96,549 -15%
PS
71
Principal Securities
Iowa
$25.7M +$9.98M +219,657 +82%
SPIA
72
Steward Partners Investment Advisory
New York
$25.5M -$941K -20,703 -4%
SHJ
73
Sharkey, Howes & Javer
Colorado
$25M -$5.45M -119,940 -20%
MPW
74
MA Private Wealth
California
$24.7M -$35.4K -780 -0.2%
P
75
&Partners
Tennessee
$24.4M +$7.45M +163,969 +55%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,264 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.