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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
TC
176
Town Capital
Maryland
$4.61M +$833K +24,267 +21%
GWP
177
Gen-Wealth Partners
Michigan
$4.61M +$667K +19,425 +16%
EPW
178
Endeavor Private Wealth
Kansas
$4.6M +$1.09M +31,656 +29%
IP
179
Integras Partners
Georgia
$4.59M -$165K -4,794 -3%
FFN
180
Focus Financial Network
Minnesota
$4.54M +$2.85M +82,932 +151%
JESC
181
J.E. Simmons & Co
Texas
$4.5M +$181K +5,259 +4%
CWWM
182
Clear Wave Wealth Management
New Jersey
$4.43M +$4.62M +134,562 New
TVM
183
True Vision MN
Minnesota
$4.42M +$624K +18,170 +16%
HWM
184
Hobbs Wealth Management
Indiana
$4.38M +$67.4K +1,963 +1%
CWAI
185
Core Wealth Advisors (Indiana)
Indiana
$4.33M +$159K +4,630 +4%
MCM
186
M1 Capital Management
Michigan
$4.33M +$2.31M +67,239 +105%
DF
187
Daviman Financial
Indiana
$4.33M +$246K +7,169 +6%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4.3M +$3.51M +102,389 +363%
OWCM
189
One Wealth Capital Management
Arizona
$4.3M +$362K +10,549 +11%
EFG
190
Elevated Financial Group
Indiana
$4.25M +$4.1M +119,516 +1,246%
CPG
191
Cornerstone Planning Group
New Jersey
$4.13M +$1.05M +30,505 +49%
AWA
192
A4 Wealth Advisors
North Carolina
$3.84M +$1.16M +33,827 +41%
LWA
193
Lifelong Wealth Advisors
Minnesota
$3.83M +$413K +12,032 +12%
MW
194
Maia Wealth
Colorado
$3.81M -$197K -5,748 -5%
SF
195
SWP Financial
California
$3.8M -$17.1K -498 -0.4%
PIA
196
Polaris Investment Advisors
Massachusetts
$3.58M +$229K +6,673 +7%
CWM
197
Curtis Wealth Management
Nevada
$3.58M +$218K +6,361 +6%
LFWA
198
LiftPoint Family Wealth Advisors
New Jersey
$3.53M +$869K +25,324 +31%
SPAS
199
Spectrum Planning & Advisory Services
California
$3.43M +$208K +6,054 +6%
SW
200
Simplicity Wealth
New Jersey
$3.43M +$678K +19,738 +23%