BALI icon

BlackRock Advantage Large Cap Income ETF
BALI

Overview Fund Activity

78 hedge funds and large institutions have $284M invested in BlackRock Advantage Large Cap Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
49
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$31.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.6M
3
LPL Financial
3
LPL Financial
California
$30.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.48M
2
PCA
2
Prosperity Capital Advisors
Ohio
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Jane Street
4
Jane Street
New York
$370K
5
EFG
5
Embree Financial Group
Illinois
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$1.41M 46,930 +22,711 +94%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.31M 43,561 -600 -1%
KFS
28
Kelly Financial Services
Massachusetts
$1.16M 38,486 +5,084 +15%
CWS
29
Confluence Wealth Services
Pennsylvania
$1.14M 37,920 -110 -0.3%
SWP
30
ShoreHaven Wealth Partners
New Jersey
$1.1M 36,372 +23,292 +178%
TWP
31
Triad Wealth Partners
Kansas
$1.09M 36,298 +19,344 +114%
IWC
32
Integrated Wealth Concepts
Massachusetts
$770K 25,557 +15,407 +152%
GIA
33
Gladstone Institutional Advisory
Florida
$670K 22,246 +1,232 +6%
BCI
34
Brinker Capital Investments
Pennsylvania
$631K 20,957 +6,548 +45%
SXL
35
Summit X LLC
Missouri
$535K 17,763 +7,393 +71%
QPWM
36
Quadrant Private Wealth Management
Pennsylvania
$518K 17,202 +4,818 +39%
AWS
37
Atria Wealth Solutions
New York
$509K 16,899 -7,854 -32%
DA
38
Detalus Advisors
Missouri
$475K 15,791 +3,989 +34%
Creative Planning
39
Creative Planning
Kansas
$432K 14,355 – –
WQ
40
Wealth Quarterback
New Jersey
$416K 13,830 +13,830 New
CWG
41
Cornerstone Wealth Group
North Carolina
$381K 12,668 +5,320 +72%
Jane Street
42
Jane Street
New York
$370K 12,295 -12,555 -51%
NA
43
NewEdge Advisors
Louisiana
$358K 11,902 +5,369 +82%
SWM
44
SigFig Wealth Management
California
$351K 11,731 +3,463 +42%
OIA
45
OneDigital Investment Advisors
Kansas
$327K 10,871 +332 +3%
WH
46
Willner & Heller
California
$290K 9,641 -619 -6%
OBWG
47
Onyx Bridge Wealth Group
New York
$260K 8,633 +149 +2%
SCA
48
Snowden Capital Advisors
New York
$242K 8,022 -1,019 -11%
MWP
49
Madison Wealth Partners
Wisconsin
$235K 7,802 – –
EFG
50
Embree Financial Group
Illinois
$213K 7,086 -9,119 -56%
1
2
3 4