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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 %
WWG
51
West Wealth Group
California
$209K 6,852 +6,852 New
PAG
52
Private Advisor Group
New Jersey
$205K 6,823 +6,823 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$203K 6,735 +6,035 +862%
HFA
54
High Falls Advisors
New York
$201K 6,665 +6,665 New
IWA
55
Icon Wealth Advisors
Texas
$192K 6,384 +364 +6%
Comerica Bank
56
Comerica Bank
Texas
$121K 4,034 +1,610 +66%
LFA
57
LGT Financial Advisors
Texas
$101K 3,361 +1,438 +75%
AWM
58
AE Wealth Management
Kansas
$91.1K 3,027 +83 +3%
FFO
59
Fortitude Family Office
Arizona
$80.4K 2,669 – –
GRP
60
Global Retirement Partners
California
$63.8K 2,119 +2,119 New
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.2K 1,500 – –
FHA
62
First Horizon Advisors
Tennessee
$36.6K 1,214 +317 +35%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$31K 1,022 +1,022 New
MYIA
64
Mount Yale Investment Advisors
Colorado
$30.1K 999 +999 New
IA
65
IFP Advisors
Florida
$25.3K 841 +606 +258%
GSWM
66
Golden State Wealth Management
California
$13.2K 439 +98 +29%
Bank of America
67
Bank of America
North Carolina
$12.6K 418 +418 New
SPIA
68
Steward Partners Investment Advisory
New York
$12.3K 410 -36 -8%
RF
69
Rossby Financial
Florida
$9.09K 302 +212 +236%
ACA
70
Aptus Capital Advisors
Alabama
$7.53K 250 +250 New
SWM
71
Spire Wealth Management
Virginia
$7.11K 236 +236 New
MCM
72
MAI Capital Management
Ohio
$6.38K 212 +7 +3%
EB
73
Eastern Bank
Massachusetts
$4.76K 158 +158 New
TIM
74
Tortoise Investment Management
New York
$3.08K 102 +102 New
PSFG
75
Park Square Financial Group
Georgia
$2.65K 88 +38 +76%
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