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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
TWM
176
TSA Wealth Management
Texas
$7.79M -$1.3M -28,659 -16%
LCC
177
Lincoln Capital Corp
Rhode Island
$7.73M -$5.59K -123 -0.1%
IFG
178
Independent Financial Group
California
$7.5M -$428K -9,413 -6%
FLA
179
Financial Life Advisors
Texas
$7.39M +$4.41M +97,115 +225%
BBWP
180
Beacon Bridge Wealth Partners
Pennsylvania
$7.37M -$295K -6,494 -4%
SWM
181
StoneCrest Wealth Management
Arizona
$7.36M -$695K -15,309 -10%
WP
182
WealthShield Partners
North Carolina
$7.34M -$2.04M -44,848 -24%
MYIA
183
Mount Yale Investment Advisors
Colorado
$7.32M -$219K -4,810 -3%
EFG
184
Elevated Financial Group
Indiana
$7.26M +$393K +8,655 +7%
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.25M +$4.72M +103,900 +310%
CPBTD
186
Central Pacific Bank - Trust Division
Hawaii
$7.21M +$1.63M +35,854 +36%
TPWA
187
Twin Peaks Wealth Advisors
California
$7.12M -$772K -16,985 -11%
JESC
188
J.E. Simmons & Co
Texas
$7.07M -$114K -2,517 -2%
WWM
189
Western Wealth Management
Colorado
$6.95M +$1.51M +33,221 +34%
GWP
190
Gen-Wealth Partners
Michigan
$6.93M -$377K -8,291 -6%
IDA
191
Intelligence Driven Advisers
California
$6.9M -$428K -9,423 -7%
KWM
192
Keebeck Wealth Management
Illinois
$6.87M -$921K -20,265 -13%
MFA
193
Mayflower Financial Advisors
Massachusetts
$6.69M -$1.17M -25,671 -17%
LWM
194
Liberty Wealth Management
California
$6.67M
BCM
195
Berbice Capital Management
New York
$6.65M +$1.99M +43,870 +53%
TC
196
Town Capital
Maryland
$6.65M -$625K -13,751 -10%
PWM
197
Peak Wealth Management
New Hampshire
$6.65M -$764K -16,828 -12%
IP
198
Integras Partners
Georgia
$6.62M -$625K -13,764 -10%
EPW
199
Endeavor Private Wealth
Kansas
$6.61M -$641K -14,117 -10%
SA
200
Skyline Advisors
Washington
$6.49M +$1.25M +27,467 +29%

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.