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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
WA
101
Wealth Alliance
New York
$16.2M -$1.03M -22,693 -7%
AIP
102
Almanack Investment Partners
Pennsylvania
$16.2M +$14M +307,265 New
PWA
103
Physician Wealth Advisors
Utah
$16.1M -$3.65M -80,371 -21%
SFS
104
Security Financial Services
Indiana
$15.9M -$3.78M -83,131 -22%
DA
105
Detalus Advisors
Missouri
$15.9M -$1.18M -25,894 -8%
NP
106
NorthRock Partners
Minnesota
$15.7M -$5.31M -116,927 -28%
BEC
107
Blue Edge Capital
Virginia
$15.3M -$246K -5,412 -2%
Marshall Wace
108
Marshall Wace
United Kingdom
$15.2M +$13.1M +288,998 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$15.2M +$8.76M +192,922 +202%
CWA
110
Centerline Wealth Advisors
Kentucky
$15.1M -$8.74M -192,343 -40%
SB
111
Strategic Blueprint
Georgia
$15M -$2.16M -47,497 -14%
ASN
112
Advisory Services Network
Georgia
$14.9M -$323K -7,102 -2%
BFG
113
Beacon Financial Group
Texas
$14.3M -$2.07M -45,551 -14%
MC
114
McMorgan & Co
California
$14.2M -$2.85M -62,664 -19%
KFS
115
Kelly Financial Services
Massachusetts
$14.2M -$3.25M -71,611 -21%
EFG
116
Embree Financial Group
Illinois
$14M +$2.21M +48,612 +22%
CSWG
117
Cardinal Strategic Wealth Guidance
Kentucky
$13.8M -$1.12M -24,730 -9%
OWA
118
One Wealth Advisors
California
$13.7M -$3.24M -71,426 -22%
AA
119
Ancora Advisors
Ohio
$13.7M +$1.31M +28,761 +12%
BFG
120
Buttonwood Financial Group
Missouri
$13.6M -$4.31M -94,870 -27%
OBWA
121
Oak Barrel Wealth Advisory
Virginia
$13.3M +$11.5M +252,580 New
Jones Financial Companies
122
Jones Financial Companies
Missouri
$13.3M +$12.2M +269,217 +20,016%
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$13.1M -$2.8M -61,651 -20%
CWG
124
Cornerstone Wealth Group
North Carolina
$12.6M +$42.6K +938 +0.4%
BCM
125
Brookstone Capital Management
Illinois
$12.6M -$354K -7,782 -3%

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.