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
SF
151
Summit Financial
New Jersey
$5.97M +$5.47M +159,326 +731%
TWM
152
TSA Wealth Management
Texas
$5.81M +$549K +15,986 +10%
HighTower Advisors
153
HighTower Advisors
Illinois
$5.75M +$3.34M +97,240 +126%
SCA
154
Snowden Capital Advisors
New York
$5.59M +$180K +5,239 +3%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$5.4M +$754K +21,950 +15%
SFM
156
Signet Financial Management
New Jersey
$5.26M +$321K +9,349 +6%
AR
157
Apeiron RIA
Texas
$5.23M -$2.63M -76,551 -33%
VPP
158
Vertex Planning Partners
Illinois
$5.22M +$503K +14,659 +10%
CAM
159
Cobblestone Asset Management
Virginia
$5.2M +$84.8K +2,471 +2%
SWM
160
StoneCrest Wealth Management
Arizona
$5.11M +$138K +4,020 +3%
MFA
161
Mayflower Financial Advisors
Massachusetts
$5.03M +$411K +11,964 +9%
TPWA
162
Twin Peaks Wealth Advisors
California
$5.01M +$728K +21,213 +16%
IFG
163
Independent Financial Group
California
$5M +$461K +13,417 +10%
KWM
164
Keebeck Wealth Management
Illinois
$4.96M +$751K +21,883 +17%
RWA
165
Resolute Wealth Advisor
Ohio
$4.91M +$5.11M +148,946 New
SWM
166
SigFig Wealth Management
California
$4.84M +$256K +7,465 +5%
LCC
167
Lincoln Capital Corp
Rhode Island
$4.84M +$5.04M +146,820 New
BBWP
168
Beacon Bridge Wealth Partners
Pennsylvania
$4.82M +$96K +2,795 +2%
CWP
169
Cyndeo Wealth Partners
Florida
$4.8M +$1.32M +38,386 +36%
WWA
170
WCG Wealth Advisors
Nevada
$4.79M +$272K +7,937 +6%
AIM
171
Advyzon Investment Management
Illinois
$4.77M +$1.6M +46,654 +48%
AWM
172
Able Wealth Management
New Jersey
$4.74M +$4.5M +130,969 +1,023%
MYIA
173
Mount Yale Investment Advisors
Colorado
$4.73M +$2.7M +78,793 +121%
PWM
174
Peak Wealth Management
New Hampshire
$4.71M +$534K +15,560 +12%
IDA
175
Intelligence Driven Advisers
California
$4.62M +$2.44K +71 +0.1%