Ken Griffin’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Ken Griffin’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$529K	Buy	+17,156	New	+$545K	﹤0.01%	9167

Other funds holding BALI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Ken Griffin's BALI Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q1 2026: 17,156 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #9167 among its holdings.

143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

Ken Griffin held 17,156 shares of iShares U.S. Large Cap Premium Income Active ETF worth $529K as of Q1 2026.
iShares U.S. Large Cap Premium Income Active ETF was a new Ken Griffin position in Q1 2026.
iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9167 holding.
143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.