iShares U.S. Large Cap Premium Income Active ETF
BALI
BALI
125 hedge funds and large institutions have $482M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 19 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.19% less ownership
Funds ownership: 77.86% → 71.67% (-6.2%)
Holders
125
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$54.8M | |
| 2 | +$18.1M | |
| 3 | +$13.7M | |
| 4 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.92M |
Top Sellers
| 1 | -$2.4M | |
| 2 | -$684K | |
| 3 | -$413K | |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$269K |
| 5 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$203K |
