Joel Greenblatt's BAI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 34,898 shares of iShares A.I. Innovation and Tech Active ETF (BAI) worth $1.84 M, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in BAI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 17,195 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares AI Innovation and Tech Active ETF (BAI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares AI Innovation and Tech Active ETF (BAI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +17,195 | Add 97.13% | 34,898 | $52.72 |
| Q1 2026 | +8,905 | Add 101.22% | 17,703 | $32.95 |
| Q4 2025 | +8,798 | New Buy | 8,798 | $33.30 |
Joel Greenblatt's iShares AI Innovation and Tech Active ETF Investment FAQs
Joel Greenblatt first purchased iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025, acquiring 8,798 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares A.I. Innovation and Tech Active ETF (BAI) for 3 quarters since Q4 2025.
Joel Greenblatt's largest addition to iShares A.I. Innovation and Tech Active ETF (BAI) was in Q2 2026, adding 34,898 shares worth $1.84 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 34,898 shares of iShares A.I. Innovation and Tech Active ETF (BAI), valued at approximately $1.84 M.
As of the Q2 2026 filing, iShares A.I. Innovation and Tech Active ETF (BAI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares A.I. Innovation and Tech Active ETF (BAI) was 34,898 shares, as reported at the end of Q2 2026.