We are live on ! Find out more
BALI icon

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

77 hedge funds and large institutions have $198M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

28% more funds holding

Funds holding: 60 → 77 (+17)

28% more capital invested

Capital invested by funds: $155M → $198M (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 80.1% → 79.92% (-0.17%)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
40
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$18.6M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$10.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.62M
4
LPL Financial
LPL Financial
California
+$2.59M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$1.55M
2
Morgan Stanley
Morgan Stanley
New York
-$504K
3
OMC
Old Mission Capital
Illinois
-$276K
4
CT
Colonial Trust
South Carolina
-$250K
5
SWP
ShoreHaven Wealth Partners
New Jersey
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$1.04M +$1.15M +38,030 New
KFS
27
Kelly Financial Services
Massachusetts
$962K +$155K +5,162 +18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$923K +$472K +15,665 +96%
JC
29
JB Capital
Connecticut
$842K +$230K +7,647 +35%
HighTower Advisors
30
HighTower Advisors
Illinois
$793K +$829K +27,537 New
PCA
31
Prosperity Capital Advisors
Ohio
$768K +$310K +10,293 +62%
Goldman Sachs
32
Goldman Sachs
New York
$737K +$771K +25,587 New
Jane Street
33
Jane Street
New York
$715K +$748K +24,850 New
AWS
34
Atria Wealth Solutions
New York
$713K +$66.2K +2,198 +10%
SFA
35
Sequoia Financial Advisors
Ohio
$697K +$729K +24,219 New
GIA
36
Gladstone Institutional Advisory
Florida
$605K +$633K +21,014 New
TWP
37
Triad Wealth Partners
Kansas
$488K +$223K +7,418 +78%
EFG
38
Embree Financial Group
Illinois
$467K +$488K +16,205 New
BCI
39
Brinker Capital Investments
Pennsylvania
$415K +$233K +7,722 +115%
OPS
40
Orion Portfolio Solutions
Nebraska
$415K +$233K +7,722 +115%
Creative Planning
41
Creative Planning
Kansas
$413K +$432K +14,355 New
I
42
INVST
Indiana
$391K +$34.7K +1,151 +9%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$377K -$217K -7,214 -36%
QPWM
44
Quadrant Private Wealth Management
Pennsylvania
$357K +$39.8K +1,322 +12%
DA
45
Detalus Advisors
Missouri
$340K +$129K +4,294 +57%
OIA
46
OneDigital Investment Advisors
Kansas
$303K +$3.98K +132 +1%
SXL
47
Summit X LLC
Missouri
$299K +$5.24K +174 +2%
WH
48
Willner & Heller
California
$295K +$79.8K +2,649 +35%
IWC
49
Integrated Wealth Concepts
Massachusetts
$292K +$306K +10,150 New
SCA
50
Snowden Capital Advisors
New York
$260K +$272K +9,041 New
1
2
3 4

BALI Hedge Fund Activity: Q1 2025 in Review

77 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q1 2025, worth a combined $198M — up 28% from $155M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BALI positions and 6 closed out — a net gain of 19 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.6M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $1.55M sold.

  • 77 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $198M of iShares U.S. Large Cap Premium Income Active ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 25 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q1 2025 and 6 closed out, a net change of +19 holders.
  • The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q1 2025 was Ameriprise, an estimated $18.6M added.
  • The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q1 2025 was 3EDGE Asset Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2025.