We are live on ! Find out more
BAI

iShares A.I. Innovation and Tech Active ETF

539 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, 389 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 48

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

82% more funds holding in top 10

Funds holding in top 10: 1731 (+14)

21% more capital invested

Capital invested by funds: $8.54B → $10.3B (+$1.76B)

6.68% more ownership

Funds ownership: 106.36%113.04% (+6.7%)

6% more funds holding

Funds holding: 508539 (+31)

Holders
539
Holders Change
+31
Holders Change %
+6.1%
% of All Funds
6.64%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.38%
New
83
Increased
389
Reduced
48
Closed
39
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Beacon Financial Group
Texas
$10.4M +$647K +18,835 +6%
DWM
102
Diversify Wealth Management
Utah
$10.3M +$3.55M +103,338 +71%
KFSC
103
Keystone Financial Services (Colorado)
Colorado
$10.2M +$1.89M +55,187 +22%
CFA
104
Cahill Financial Advisors
Minnesota
$10.1M +$10.6M +307,658 New
P
105
&Partners
Tennessee
$9.77M +$3.17M +92,433 +45%
BEC
106
Blue Edge Capital
Virginia
$9.73M -$542K -15,801 -5%
CWG
107
Cornerstone Wealth Group
North Carolina
$9.64M +$657K +19,138 +9%
ASN
108
Advisory Services Network
Georgia
$9.52M +$2.22M +64,747 +29%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$9.43M +$913K +26,592 +10%
CSWG
110
Cardinal Strategic Wealth Guidance
Kentucky
$9.43M +$1.48M +43,082 +18%
MCA
111
Midwest Capital Advisors
Michigan
$9.11M +$256K +7,445 +3%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$9.09M +$8.18M +238,362 +871%
OAP
113
One Advisory Partners
Kansas
$8.94M +$262K +7,641 +3%
PS
114
Principal Securities
Iowa
$8.83M +$1.75M +51,010 +24%
CWS
115
Cypress Wealth Services
California
$8.8M +$623K +18,152 +7%
SL
116
SWMG LLC
Texas
$8.59M +$472K +13,748 +6%
KG
117
Kilter Group
New York
$8.56M +$358K +10,422 +4%
T
118
Tidemark
California
$8.44M +$1.17M +34,105 +15%
MWM
119
Modern Wealth Management
Kansas
$8.39M +$2.89M +84,084 +52%
GMFG
120
Greater Midwest Financial Group
Minnesota
$8.37M +$130K +3,776 +2%
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
$8.29M +$292K +8,508 +3%
SWP
122
ShoreHaven Wealth Partners
New Jersey
$8.29M +$2.12M +61,610 +32%
RIA
123
Regal Investment Advisors
Michigan
$8.15M +$440K +12,821 +5%
BCM
124
Brookstone Capital Management
Illinois
$8.12M +$646K +18,822 +8%
VT
125
Vise Technologies
New York
$8.08M