BlackRock Advantage Large Cap Income ETF

BALI

Market cap $424M

Overview Fund Activity

31.39 USD

-0.01

0.03%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.03%

5 days

0.54%

1 month

1.45%

3 months

7.32%

6 months

8.32%

Year to date

3.77%

1 year

5.09%

5 years

26.42%

10 years

26.42%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

390% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

46% more capital invested

Capital invested by funds: $195M [Q1] → $284M (+$89.4M) [Q2]

5% more funds holding

Funds holding: 75 [Q1] → 79 (+4) [Q2]

3.1% more ownership

Funds ownership: 78.61% [Q1] → 81.7% (+3.1%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

See Fund Rankings

Financial journalist opinion

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Beyond The Yield: A Deep Dive Into BALI's Income Strategy And Limitations

BALI offers high monthly yield via blue chips, S&P 500 futures, and active call option selling, but sacrifices capital growth and carries higher risk. Yield is largely from option premiums, not traditional dividends, making future payouts variable and less reliable for long-term investors. Performance lags the S&P 500, with weak momentum and only a short, unproven dividend history, raising concerns about sustainability.

Beyond The Yield: A Deep Dive Into BALI's Income Strategy And Limitations

BALI: Buy-Write ETF Outperforming Its Peers

iShares Advantage Large Cap Income ETF offers an 8%+ yield using a buy-write strategy with S&P 500 stocks, call options, and futures to target income and lower volatility. The BALI ETF portfolio closely mirrors the S&P 500 with a smaller number of stocks, and uses proprietary quantitative models. Since inception, BALI has outperformed other buy-write ETFs, but is more volatile.

BALI: Buy-Write ETF Outperforming Its Peers

BALI: Large Caps With Less Volatility And A 7% Yield

The iShares Advantage Large Cap Income ETF aims to provide lower volatility and similar returns to the broad market with a high yield through an options overlay. Over its two-year lifespan, BALI has kept up with the market in terms of total return, making it appealing for income-focused investors and equity investors more broadly. The fund's 7% yield can be beneficial for investors needing consistent income, despite its slight underperformance compared to the total domestic market.

BALI: Large Caps With Less Volatility And A 7% Yield

BALI: Monthly Option Income With Market Growth

iShares Advantage Large Cap Income ETF offers enhanced income through dividend stocks and call options, growth potential via large cap stocks and S&P 500 futures. BlackRock is currently waiving the management fee on iShares BALI until March 31, 2025. The pro-business outlook under the new administration, including deregulation and potential Fed rate cuts, supports a bullish view for BALI's underlying stocks.

BALI: Monthly Option Income With Market Growth

BALI: Efficient Covered Call ETF But Untested History

iShares Advantage Large Cap Income ETF aims to offer a high dividend yield and lower volatility via an option writing strategy, making it attractive for income-focused investors. The fund's performance has been strong, with a 22% total return over the past year, but it's still unproven in a downturn. BALI's heavy tech sector allocation could be a vulnerability, and its option strategy caps upside potential, limiting gains in bull markets.

BALI: Efficient Covered Call ETF But Untested History

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Undercovered ETFs: Nuclear, Uranium, China, India +

BALI: Great For Large-Cap Exposure Right Now

BALI offers exposure to large-cap stocks, while providing a high yield through a call-writing strategy. While this will correlate the market's performance, it can be beneficial to hold during moderate volatility such as right now. The ETF may serve defensive investors who don't feel comfortable being exposed to large-cap stocks today.

BALI: Great For Large-Cap Exposure Right Now

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There are more than 3,000 ETFs for advisors and investors to consider including dozens that launched in September alone. It is hard for recent products to get on the radar and gather assets.

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