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BlackRock Advantage Large Cap Income ETF
BALI

Overview Fund Activity

75 hedge funds and large institutions have $195M invested in BlackRock Advantage Large Cap Income ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+16
Holders Change %
+27.12%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
38
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$31.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$9.83M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.3M
4
LPL Financial
LPL Financial
California
$16.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.23M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$4.78M
3
OMC
Old Mission Capital
Illinois
$0
4
CT
Colonial Trust
South Carolina
$0
5
WCP
Wick Capital Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
51
Madison Wealth Partners
Wisconsin
$225K +$225K +7,802 New
WWM
52
WJ Wealth Management
Arizona
$213K +$213K +7,400 New
CWG
53
Cornerstone Wealth Group
North Carolina
$212K +$212K +7,348 New
NA
54
NewEdge Advisors
Louisiana
$188K +$11.3K +394 +6%
SIM
55
Synergy Investment Management
Florida
$181K +$32.9K +1,143 +22%
IWA
56
Icon Wealth Advisors
Texas
$173K +$1.7K +59 +1%
AWM
57
AE Wealth Management
Kansas
$84.8K -$317 -11 -0.4%
FFO
58
Fortitude Family Office
Arizona
$76.8K – – –
Comerica Bank
59
Comerica Bank
Texas
$69.8K -$1.07K -37 -2%
LFA
60
LGT Financial Advisors
Texas
$55.4K -$1.24K -43 -2%
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.2K – – –
FHA
62
First Horizon Advisors
Tennessee
$25.8K -$3.37K -117 -12%
PA
63
PSI Advisors
Florida
$21.7K +$4.12K +143 +23%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$20.2K +$20.2K +700 New
SPIA
65
Steward Partners Investment Advisory
New York
$12.8K +$12.8K +446 New
PTC
66
Private Trust Company
Ohio
$10.7K – – –
CPG
67
Cornerstone Planning Group
New Jersey
$10.3K +$10.3K +377 New
GSWM
68
Golden State Wealth Management
California
$9.84K +$87 +3 +0.9%
BWL
69
Bogart Wealth LLC
Virginia
$7.6K +$7.6K +264 New
IA
70
IFP Advisors
Florida
$6.77K +$6.77K +235 New
MCM
71
MAI Capital Management
Ohio
$5.91K +$58 +2 +1%
RF
72
Rossby Financial
Florida
$2.52K +$2.52K +90 New
PSFG
73
Park Square Financial Group
Georgia
$1.44K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$86 +$86 +3 New
Wells Fargo
75
Wells Fargo
California
$17 +$17 +1 New
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3
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