iShares A.I. Innovation (BAI) Buys $33.6 Million More Twist Bioscience on Thursday GuruFocus News Mon, November 2, 2026 at 6:04 AM EST 3 min read TWST -11.92% SPCX -6.37% AMZN -1.41% GOOG -1.45% BAI -7.43% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Eight ETFs were buying versus one selling on Thursday, and iShares A.I. Innovation and Tech Active ETF (BAI) leaned toward the sell side, with $356.7 million in gross trading and net sales of $144.4 million. BAI increased 8 positions and decreased 1, against $12.20 billion in assets.
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Its largest buys by dollar value were TWST ($33.6 million), SPCX ($13.8 million) and ENTG ($13.5 million).
Its largest sells by dollar value were GOOGL ($250.5 million).
The largest buy was a new position in Twist Bioscience, 193,753 shares worth $33.6 million, at 0.27% of assets. BAI also added 95,707 shares of SpaceX for $13.8 million, 84,375 shares of Entegris for $13.5 million, 52,569 shares of Amazon.com for $12.8 million and 44,838 shares of Celestica for $12.7 million. On the sell side, the fund exited Alphabet Class A, cutting 882,748 shares worth $250.5 million.
The iShares A.I. Innovation and Tech Active ETF (BAI) is an equity sector information technology fund holding 46 stocks, with 44.4% of assets in its 10 largest holdings. Technology accounts for 90.8% of the stocks that could be classified, industrials 4.7% and consumer cyclical 3.4%. Large caps make up 98.1% and mid caps 1.9%. It has an expense ratio of 0.65%, and its top holdings are Micron Technology at 6.51%, Advanced Micro Devices at 5.83%, NVIDIA at 5.73%, Taiwan Semiconductor Manufacturing at 5.15% and Broadcom at 4.72%. The fund has a GF Score of 83, a P/E of 35.98, a P/B of 10.87, a dividend yield of 3.02% and a year-to-date return of 17.87%.
Technology 90.8%, Industrials 4.7%, Consumer Cyclical 3.4%
MU (6.51%), AMD (5.83%), NVDA (5.73%), TSM (5.15%), AVGO (4.72%)
See the full iShares A.I. Innovation and Tech Active ETF profile, or compare it with similar funds in the ETF Screener. For the stock behind its biggest buy, see TWST's GF Value page and guru trades.
Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener.
Watch whether BAI rebuilds its Alphabet Class A position or keeps the proceeds in its semiconductor and AI-linked names at the next holdings update.
Based on holdings changes reported by iShares A.I. Innovation and Tech Active ETF (BAI) for Oct. 29, 2026, US-listed stocks only.
Sector Trends: Energy Leads, Technology Sold Most on Oct. 29
ETFs Are Net Sellers of NVIDIA (NASDAQ:NVDA) on Oct. 29
ETFs Are Net Sellers of Advanced Micro Devices (NASDAQ:AMD) on Oct. 29
ETFs Are Net Sellers of Micron Technology (NASDAQ:MU) on Oct. 29
ETFs Are Net Sellers of Broadcom (NASDAQ:AVGO) on Thursday
