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iShares U.S. Large Cap Premium Income Active ETF
BALI

143 hedge funds and large institutions have $636M invested in iShares U.S. Large Cap Premium Income Active ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $485M → $636M (+$150M)

12% more funds holding

Funds holding: 128 → 143 (+15)

2.91% more ownership

Funds ownership: 72.13% → 75.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
81
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$22.6M
2
Wells Fargo
Wells Fargo
California
+$19.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.8M
4
Bank of America
Bank of America
North Carolina
+$15.4M
5
FMLI
Fukoku Mutual Life Insurance
Japan
+$11.6M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
-$3.51M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.25M
3
OMC
Old Mission Capital
Illinois
-$922K
4
AAP
Arax Advisory Partners
Colorado
-$410K
5
BCI
Brinker Capital Investments
Pennsylvania
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
26
Next Level Private
New York
$4.54M +$1.43M +45,046 +44%
SA
27
Sanctuary Advisors
Indiana
$3.79M +$233K +7,329 +6%
UBS AM
28
UBS AM
Illinois
$3.25M +$3.35M +105,446 New
HighTower Advisors
29
HighTower Advisors
Illinois
$3.16M -$93.6K -2,944 -3%
JC
30
JB Capital
Connecticut
$3.08M +$463K +14,568 +17%
IFG
31
Independent Financial Group
California
$2.96M +$456K +14,344 +18%
UAG
32
United Advisor Group
Ohio
$2.92M +$709K +22,318 +31%
SA
33
Sovran Advisors
California
$2.9M +$794K +24,994 +40%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.83M +$1.94M +60,967 +198%
TWP
35
Triad Wealth Partners
Kansas
$2.69M +$640K +20,128 +30%
SWP
36
Semus Wealth Partners
Florida
$2.66M +$72.7K +2,289 +3%
PAS
37
Park Avenue Securities
New York
$2.57M +$275K +8,656 +12%
CW
38
CreativeOne Wealth
Kansas
$2.45M +$113K +3,569 +5%
DWM
39
Drive Wealth Management
Utah
$2.39M +$422K +13,270 +21%
PCA
40
Prosperity Capital Advisors
Ohio
$2.2M +$264K +8,311 +13%
FFA
41
Founders Financial Alliance
North Carolina
$2M +$1.7M +53,449 +465%
BFG
42
Beacon Financial Group
Texas
$1.89M +$13.6K +429 +0.7%
KFS
43
Kelly Financial Services
Massachusetts
$1.81M +$149K +4,698 +9%
FPW
44
Flagship Private Wealth
Massachusetts
$1.8M +$770K +24,235 +71%
FHC
45
First Horizon Corporation
Tennessee
$1.68M +$1.73M +54,555 New
CWS
46
Confluence Wealth Services
Pennsylvania
$1.68M +$575K +18,081 +50%
SWP
47
Stratos Wealth Partners
Ohio
$1.59M +$378K +11,909 +30%
BFG
48
Beto Financial Group
Idaho
$1.51M +$839K +26,394 +142%
Cerity Partners
49
Cerity Partners
New York
$1.44M +$1.48M +46,676 New
GAM
50
Gotham Asset Management
New York
$1.42M – – –
1
2
3 4 5

BALI Hedge Fund Activity: Q1 2026 in Review

143 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q1 2026, worth a combined $636M — up 31% from $485M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BALI positions and 14 closed out — a net gain of 20 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $22.6M. The largest seller was Diversify Advisory Services, exiting entirely with an estimated $3.51M sold.

  • 143 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q1 2026, up from 128 in Q4 2025.
  • Funds reported $636M of iShares U.S. Large Cap Premium Income Active ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 34 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q1 2026 and 14 closed out, a net change of +20 holders.
  • The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $22.6M added.
  • The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q1 2026 was Diversify Advisory Services, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.