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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
7.99%
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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.03B -$408M -8,971,018 -13%
LPL Financial
2
LPL Financial
California
$1.4B -$35.4M -780,065 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$810M -$202M -4,437,430 -22%
DWM
4
Dynasty Wealth Management
Florida
$746M -$250M -5,500,264 -28%
Morgan Stanley
5
Morgan Stanley
New York
$538M +$50.3M +1,106,356 +12%
Ameriprise
6
Ameriprise
Minnesota
$486M -$10.7M -235,017 -2%
Bank of America
7
Bank of America
North Carolina
$351M -$4.2M -92,348 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$325M +$42.2M +928,195 +18%
PAS
9
Park Avenue Securities
New York
$280M -$41.8M -919,390 -15%
OCA
10
OpenArc Corporate Advisory
Georgia
$280M -$119M -2,619,487 -33%
SWP
11
Sagespring Wealth Partners
Tennessee
$278M -$98.3M -2,164,805 -29%
Raymond James Financial
12
Raymond James Financial
Florida
$273M +$68.7M +1,511,163 +41%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$270M +$14.3M +315,379 +7%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$244M -$43.1M -947,829 -17%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$228M +$67.9M +1,494,611 +53%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$163M -$28.7M -632,483 -17%
NA
17
NewEdge Advisors
Louisiana
$155M -$16.2M -355,623 -11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$152M +$4.82M +106,176 +4%
SW
19
SoFi Wealth
California
$139M +$1.5M +32,953 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$134M -$29.6M -651,236 -20%
OMC
21
Old Mission Capital
Illinois
$127M +$109M +2,406,212 New
BlackRock
22
BlackRock
New York
$124M +$54M +1,187,767 +102%
MFG
23
Merit Financial Group
Georgia
$119M -$12.2M -268,077 -11%
OIA
24
OneDigital Investment Advisors
Kansas
$116M -$21.5M -472,647 -18%
FIA
25
Foundations Investment Advisors
Arizona
$114M -$12M -263,871 -11%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,264 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.