Ishrs AI in and Tech Act ETFBAIETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 544 institutions reported holding Ishrs AI in and Tech Act ETF (BAI) in their 13F filings, up 33 from Q4 2025. 73 opened new positions and 39 sold out. The largest holders were Envestnet Asset Management Inc. ($2.2B), LPL Financial LLC ($901.7M) and Dynasty Wealth Management, LLC ($647.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishrs AI in and Tech Act ETF
- Filed as
- BLACKROCK ETF TRUST (Q1 2026)
- CUSIP
- 09290C780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $125.5M |
| Exits | 39 | $32.3M |
All 13F filers, Q4 2025 → Q1 2026: 60,833,532 shares bought and 2,831,035 shares sold, net +58,002,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 544 holders
| Envestnet Asset Management Inc. | 0.59% | Add +15.0% | 66,537,668 | $2.2B |
| LPL Financial LLC | 0.24% | Add +16.9% | 27,365,121 | $901.7M |
| Dynasty Wealth Management, LLC | 5.65% | Add +64.6% | 19,651,117 | $647.5M |
| JPMorgan Chase & Co. | 0.04% | Add +25.5% | 20,369,595 | $634.9M |
| Ameriprise Financial Inc. | 0.07% | Add +38.0% | 9,448,464 | $311.2M |
| Morgan Stanley | 0.02% | Add +31.9% | 9,094,623 | $299.7M |
| OpenArc Corporate Advisory, LLC | 3.74% | Add +49.0% | 7,930,885 | $261.3M |
| Sagespring Wealth Partners, LLC | 4.47% | Add +59.4% | 7,445,617 | $245.3M |
| Bank of America Corp. | 0.02% | Add +31.5% | 6,752,705 | $222.5M |
| Park Avenue Securities LLC | 1.61% | Add +8.8% | 6,238,515 | $205.6M |
| Cwm, LLC | 0.49% | Add +9.6% | 5,610,905 | $184.9M |
| Envestnet Portfolio Solutions, Inc. | 1.02% | Add +1.2% | 5,585,010 | $184.0M |
| MML Investors Services, LLC | 0.48% | Add +0.9% | 5,232,572 | $172.4M |
| Cetera Investment Advisers | 0.17% | Add +11.6% | 4,800,643 | $158.2M |
| Janney Montgomery Scott LLC | 0.30% | Add +14.0% | 3,721,827 | $122.6M |
| Raymond James Financial Inc. | 0.04% | Add +35.2% | 3,672,660 | $121.0M |
| NewEdge Advisors, LLC | 0.39% | Add +6.5% | 3,290,414 | $108.4M |
| Bank of New York Mellon Corp | 0.02% | Add +10.4% | 3,198,581 | $105.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +97735.4% | 2,837,228 | $93.5M |
| Commonwealth Equity Services, LLC | 0.13% | Add +12.5% | 2,775,736 | $91.5M |
| OneDigital Investment Advisors LLC | 0.86% | Add +19.9% | 2,674,692 | $88.1M |
| Sofi Wealth, LLC | 4.13% | Add +5.7% | 2,602,652 | $85.8M |
| Merit Financial Group, LLC | 0.62% | Add +16.1% | 2,517,315 | $82.9M |
| Foundations Investment Advisors, LLC | 0.99% | Add +13.0% | 2,427,719 | $80.0M |
| JB Capital LLC | 2.83% | Add +2.0% | 2,123,297 | $70.0M |
| Stifel Financial Corp. | 0.05% | Add +9.9% | 1,700,407 | $56.0M |
| Advocacy Wealth Management, LLC | 2.40% | Add +6.4% | 1,647,452 | $54.3M |
| Sanctuary Advisors, LLC | 0.29% | Add +8.2% | 1,605,454 | $52.9M |
| Osaic Holdings, Inc. | 0.08% | Add +50.9% | 1,600,978 | $52.8M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -19.2% | 1,584,679 | $51.8M |
| United Capital Financial Advisors, LLC | 0.31% | Add +1.6% | 1,516,138 | $49.7M |
| Destination Wealth Management | 1.27% | Add +5.5% | 1,478,750 | $48.7M |
| UBS Group AG | 0.01% | Add +82.2% | 1,242,743 | $40.9M |
| BlackRock, Inc. | 0.00% | Reduce -10.4% | 1,158,944 | $38.2M |
| Abundance Wealth Counselors | 5.27% | Add +1.2% | 1,114,217 | $36.7M |
| Royal Bank of Canada | 0.01% | Add +43.7% | 1,081,802 | $35.6M |
| Quotient Wealth Partners, LLC | 0.91% | Add +7.0% | 1,051,252 | $34.6M |
| AE Wealth Management LLC | 0.18% | Add +8.1% | 999,677 | $32.9M |
| Ascent Group, LLC | 1.11% | Add +5.1% | 973,080 | $32.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.77% | Add +42.3% | 945,924 | $31.2M |
| Icon Wealth Advisors, LLC | 1.94% | Add +17.1% | 721,285 | $29.9M |
| Cerity Partners LLC | 0.04% | New | 890,399 | $29.3M |
| Atria Investments, Inc | 0.33% | Add +11.3% | 889,500 | $29.3M |
| Integrated Wealth Concepts LLC | 0.23% | Add +11.4% | 865,863 | $28.5M |
| Integrity Alliance, Llc. | 1.06% | Add +7.3% | 845,898 | $27.9M |
| CreativeOne Wealth, LLC | 0.62% | Add +7.6% | 809,890 | $26.7M |
| Truist Financial Corp. | 0.03% | Add +10.0% | 742,434 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.3% | 738,319 | $24.3M |
| Arax Advisory Partners | 0.69% | Add +175.1% | 736,770 | $24.3M |
| Assetmark, Inc. | 0.05% | Add +311.2% | 732,673 | $24.1M |
| Equitable Holdings, Inc. | 0.15% | Add +46.6% | 709,777 | $23.6M |
| Parcion Private Wealth LLC | 1.46% | Reduce -31.0% | 714,233 | $23.5M |
| IHT Wealth Management, LLC | 0.52% | Add +27.1% | 683,919 | $22.5M |
| Patton Albertson Miller Group, LLC | 2.59% | Add +31.4% | 662,075 | $21.8M |
| Tennessee Valley Asset Management Partners | 2.79% | Add +84.8% | 641,141 | $21.1M |
| Unique Wealth, LLC | 2.89% | Add +67.7% | 634,211 | $20.9M |
| Scarborough Advisors, LLC | 2.26% | Add +23.0% | 627,606 | $20.7M |
| Shepherd Financial Partners LLC | 1.95% | Add +24.9% | 622,968 | $20.5M |
| Mgo One Seven LLC | 0.41% | Add +18.4% | 618,804 | $20.4M |
| Horst & Graben Wealth Management LLC | 2.77% | Add +6.0% | 476,114 | $20.2M |
| Triad Wealth Partners, LLC | 1.57% | Add +54.7% | 602,252 | $19.8M |
| Sharkey, Howes & Javer | 2.63% | Add +4.0% | 593,338 | $19.6M |
| CFS Investment Advisory Services, LLC | 1.34% | Reduce -0.3% | 475,072 | $19.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +166.9% | 572,123 | $18.9M |
| Wharton Business Group, LLC | 0.69% | New | 556,675 | $18.3M |
| Mariner, LLC | 0.02% | Reduce -7.3% | 551,902 | $18.2M |
| West Wealth Group, LLC | 3.33% | Add +9.1% | 511,188 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +11.9% | 503,816 | $16.6M |
| Centerline Wealth Advisors, LLC | 5.68% | Add +15.3% | 479,288 | $15.8M |
| Trek Financial, LLC | 0.83% | Add +62.5% | 474,421 | $15.6M |
| Stone House Investment Management, LLC | 2.77% | Add +10.7% | 469,968 | $15.5M |
| MA Private Wealth | 2.61% | Add +4.2% | 469,158 | $15.5M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Add +492.1% | 441,841 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +6.4% | 435,284 | $14.3M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +92.1% | 433,429 | $14.3M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +9.3% | 432,972 | $14.3M |
| Tsfg, LLC | 2.14% | Add +4.4% | 428,244 | $14.1M |
| KWB Wealth | 1.37% | Reduce -1.3% | 417,288 | $13.9M |
| SteelPeak Wealth, LLC | 0.44% | Reduce -3.8% | 421,583 | $13.9M |
| Keystone Financial Group | 0.95% | Add +16.6% | 418,803 | $13.8M |
| NorthRock Partners, LLC | 0.22% | Add +16.8% | 414,031 | $13.6M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +86.1% | 409,659 | $13.5M |
| Capital Analysts, LLC | 0.35% | Add +115.6% | 402,514 | $13.3M |
| Perennial Investment Advisors, LLC | 1.05% | Add +15.8% | 399,006 | $13.1M |
| Jane Street Group, LLC | 0.01% | New | 392,035 | $12.9M |
| Gateway Wealth Partners, LLC | 0.50% | Add +375.1% | 388,529 | $12.8M |
| Eq LLC | 3.59% | Add +7.7% | 386,872 | $12.7M |
| Physician Wealth Advisors, Inc. | 1.77% | Add +4.7% | 386,284 | $12.7M |
| Security Financial Services, INC. | 2.01% | Add +6.0% | 384,843 | $12.7M |
| Storen Legacy Partners, LLC | 3.84% | New | 372,014 | $12.3M |
| Farther Finance Advisors, LLC | 0.12% | Add +11.5% | 359,498 | $12.2M |
| PAX Financial Group, LLC | 2.00% | Add +10.8% | 356,430 | $11.7M |
| Buttonwood Financial Group, LLC | 7.17% | Add +23.3% | 353,593 | $11.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.30% | Add +9.7% | 339,894 | $11.2M |
| Kelly Financial Services LLC | 2.70% | Add +5.2% | 340,183 | $11.2M |
| Stokes Family Office, LLC | 1.14% | Add +1.3% | 336,584 | $11.1M |
| One Wealth Advisors, LLC | 1.36% | Add +6.7% | 332,160 | $10.9M |
| Strategic Blueprint, LLC | 0.63% | Add +5.7% | 331,349 | $10.9M |
| McMorgan & Co. LLC | 1.77% | Add +1.3% | 331,308 | $10.9M |
| Wealth Alliance, LLC | 1.08% | Add +18.6% | 330,917 | $10.9M |
"% of holder's portfolio" is BAI's weight in each manager's 13F, not the share of Ishrs AI in and Tech Act ETF the manager owns.