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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
7.98%
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
KNFPWM
126
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$12.4M -$255K -5,619 -2%
MCA
127
Midwest Capital Advisors
Michigan
$12.4M -$1.91M -42,082 -15%
KG
128
Kilter Group
New York
$12M -$1.48M -32,663 -13%
SLP
129
Storen Legacy Partners
Indiana
$12M -$6.6M -145,248 -39%
CWS
130
Cypress Wealth Services
California
$11.8M -$2M -44,054 -16%
FTWA
131
Fifth Third Wealth Advisors
Ohio
$11.6M +$195K +4,282 +2%
GSWM
132
Golden State Wealth Management
California
$11.5M +$7.67M +168,869 +344%
AWP
133
Avid Wealth Partners
Texas
$11.3M -$724K -15,940 -7%
KPWS
134
Kestra Private Wealth Services
Texas
$11.3M +$542K +11,923 +6%
HWM
135
Hemming & Wealth Management
Michigan
$11.2M +$9.67M +212,817 New
AIM
136
Archer Investment Management
Texas
$11.2M +$478K +10,516 +5%
OAP
137
One Advisory Partners
Kansas
$11.1M -$2.8M -61,562 -23%
SWP
138
ShoreHaven Wealth Partners
New Jersey
$11M -$1.94M -42,651 -17%
SL
139
SWMG LLC
Texas
$10.7M -$1.4M -30,720 -12%
Legacy Financial Group (Iowa)
140
Legacy Financial Group (Iowa)
Iowa
$10.7M -$2.19M -48,164 -19%
SL
141
Sentinus LLC
Illinois
$10.7M -$1.58M -34,837 -15%
T
142
Tidemark
California
$10.7M -$2.42M -53,352 -21%
SFO
143
Stokes Family Office
Louisiana
$10.4M -$6.31M -138,874 -41%
RIA
144
Regal Investment Advisors
Michigan
$10.4M -$2.26M -49,769 -20%
GWP
145
Gateway Wealth Partners
Wisconsin
$10.4M -$8.7M -191,473 -49%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$10.4M -$2.21M -48,732 -18%
SF
147
Summit Financial
New Jersey
$10.3M +$629K +13,856 +8%
PL
148
Plancorp LLC
Missouri
$9.97M +$9.97M +219,427 New
FFG
149
Frisch Financial Group
New York
$9.9M +$4.8M +105,694 +129%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$9.85M +$2.56M +56,258 +43%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,266 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.