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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
KNFPWM
126
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.94M +$634K +18,457 +8%
SL
127
Sentinus LLC
Illinois
$7.85M +$901K +26,238 +12%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$7.7M +$4.17M +121,566 +109%
AA
129
Ancora Advisors
Ohio
$7.63M +$766K +22,308 +11%
AWP
130
Avid Wealth Partners
Texas
$7.61M +$1.2M +35,051 +18%
EL
131
EWA LLC
Pennsylvania
$7.58M +$215K +6,269 +3%
BTI
132
Blue Trust Inc
Georgia
$7.5M +$58.3K +1,698 +0.8%
SA
133
Sovran Advisors
California
$7.4M +$547K +15,929 +10%
WIA
134
World Investment Advisors
California
$7.24M -$101K -2,953 -1%
EFG
135
Embree Financial Group
Illinois
$7.12M +$3.08M +89,840 +71%
FTWA
136
Fifth Third Wealth Advisors
Ohio
$7.1M +$1.52M +44,166 +26%
JSL
137
JT Stratford LLC
Georgia
$6.83M +$516K +15,029 +8%
MA
138
Mutual Advisors
Nebraska
$6.82M +$717K +20,879 +11%
LWM
139
Liberty Wealth Management
California
$6.67M +$4.21M +122,745 +154%
KPWS
140
Kestra Private Wealth Services
Texas
$6.65M +$1.16M +33,815 +20%
AIM
141
Archer Investment Management
Texas
$6.64M +$5.14M +149,681 +289%
I
142
INVST
Indiana
$6.58M -$292K -8,513 -4%
LWA
143
Lineweaver Wealth Advisors
Ohio
$6.58M +$141K +4,096 +2%
BHWM
144
Bay Harbor Wealth Management
Maryland
$6.39M +$302K +8,794 +5%
MGWM
145
Marks Group Wealth Management
Minnesota
$6.39M +$851K +24,793 +15%
AWM
146
Apollon Wealth Management
South Carolina
$6.35M +$419K +12,212 +7%
SIM
147
Synergy Investment Management
Florida
$6.33M +$967K +28,167 +17%
VA
148
VestGen Advisors
Illinois
$6.32M +$812K +23,666 +21%
WP
149
WealthShield Partners
North Carolina
$6.06M +$367K +10,696 +6%
QPWM
150
Quadrant Private Wealth Management
Pennsylvania
$6.03M +$679K +19,784 +12%