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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
HWM
201
Hobbs Wealth Management
Indiana
$6.46M -$471K -10,371 -8%
SA
202
Sovran Advisors
California
$6.42M -$457K -10,061 -6%
FFA
203
Founders Financial Alliance
North Carolina
$6.42M +$5.5M +121,146 +20,361%
AAS
204
Ameritas Advisory Services
Nebraska
$6.4M +$4.42M +97,192 +402%
CAM
205
Cobblestone Asset Management
Virginia
$6.12M -$1.9M -41,759 -26%
DF
206
Daviman Financial
Indiana
$6.11M -$704K -15,506 -12%
AWA
207
A4 Wealth Advisors
North Carolina
$6.1M -$33K -727 -0.6%
VA
208
VestGen Advisors
Illinois
$6.01M -$957K -21,068 -16%
FFN
209
Focus Financial Network
Minnesota
$5.9M -$1.17M -25,817 -19%
EF
210
Empowered Funds
Pennsylvania
$5.88M +$5.07M +111,543 New
MGIA
211
Moneta Group Investment Advisors
Missouri
$5.83M +$5.03M +110,614 New
LWA
212
Lifelong Wealth Advisors
Minnesota
$5.82M -$269K -5,926 -5%
MW
213
Maia Wealth
Colorado
$5.8M -$261K -5,735 -5%
SWM
214
SigFig Wealth Management
California
$5.77M -$1.52M -33,417 -23%
KA
215
Kovack Advisors
Florida
$5.56M +$4.51M +99,190 +806%
WWA
216
WCG Wealth Advisors
Nevada
$5.5M -$1.86M -40,960 -28%
DAS
217
Daybright Advisory Services
Florida
$5.49M +$6.03M +132,710 New
OWCM
218
One Wealth Capital Management
Arizona
$5.45M -$77.5K -1,707 -2%
SW
219
Simplicity Wealth
New Jersey
$5.41M -$63.7K -1,403 -1%
MCM
220
M1 Capital Management
Michigan
$5.31M -$1.4M -30,755 -23%
CWWM
221
Clear Wave Wealth Management
New Jersey
$5.24M -$1.6M -35,140 -26%
AIM
222
Advyzon Investment Management
Illinois
$5.16M -$2.13M -46,840 -32%
Citigroup
223
Citigroup
New York
$5.13M +$2.56M +56,264 +137%
CWAI
224
Core Wealth Advisors (Indiana)
Indiana
$5.13M -$1.56M -34,298 -26%
LFWA
225
LiftPoint Family Wealth Advisors
New Jersey
$5.09M -$479K -10,537 -10%

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.