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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
UW
76
Unique Wealth
Florida
$24.2M -$7.97M -175,344 -28%
WWG
77
West Wealth Group
California
$23.8M -$2.71M -59,606 -12%
SWP
78
Stratos Wealth Partners
Ohio
$23.5M +$549K +12,075 +3%
CL
79
Choreo LLC
Illinois
$23.1M +$17.5M +384,892 +727%
GMFG
80
Greater Midwest Financial Group
Minnesota
$21.6M +$7.1M +156,224 +61%
TF
81
Trek Financial
Arizona
$21.4M -$3.12M -68,776 -14%
PIA
82
Perennial Investment Advisors
California
$21M -$54K -1,189 -0.3%
CIA
83
Concurrent Investment Advisors
Florida
$20.9M -$563K -12,391 -3%
SWA
84
Shah Wealth Advisors
California
$20.6M +$17.8M +391,169 New
GRP
85
Global Retirement Partners
California
$20.4M +$17.6M +387,287 New
SHIM
86
Stone House Investment Management
Pennsylvania
$20.4M -$3.77M -83,035 -18%
TFGT
87
TS Financial Group (TSFG)
Illinois
$20.3M -$2M -43,997 -10%
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$19.9M -$1.86M -40,882 -10%
BCI
89
Brinker Capital Investments
Pennsylvania
$19.2M -$3.13M -68,891 -16%
HGWM
90
Horst & Graben Wealth Management
Oregon
$18.9M -$4.26M -93,746 -20%
KW
91
KWB Wealth
California
$18.8M -$2.73M -60,124 -14%
MWM
92
Modern Wealth Management
Kansas
$18.8M +$4.97M +109,431 +44%
CFA
93
Cahill Financial Advisors
Minnesota
$18M +$1.54M +33,902 +11%
HighTower Advisors
94
HighTower Advisors
Illinois
$17.8M +$7.4M +162,858 +93%
SW
95
SteelPeak Wealth
California
$17.7M -$3.92M -86,182 -20%
CAL
96
Capital Analysts LLC
Pennsylvania
$17.3M -$3.36M -73,887 -18%
PFG
97
PAX Financial Group
Texas
$17.2M -$1.36M -29,961 -8%
FFA
98
Farther Finance Advisors
California
$16.7M -$1.97M -43,303 -12%
CIAS
99
CFS Investment Advisory Services
New Jersey
$16.6M -$5.51M -121,267 -26%
EL
100
EQ LLC
Washington
$16.5M -$3.39M -74,597 -19%

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.