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

143 hedge funds and large institutions have $636M invested in iShares U.S. Large Cap Premium Income Active ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $485M → $636M (+$150M)

12% more funds holding

Funds holding: 128 → 143 (+15)

2.91% more ownership

Funds ownership: 72.13% → 75.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
81
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$22.6M
2
Wells Fargo
Wells Fargo
California
+$19.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.8M
4
Bank of America
Bank of America
North Carolina
+$15.4M
5
FMLI
Fukoku Mutual Life Insurance
Japan
+$11.6M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
-$3.51M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.25M
3
OMC
Old Mission Capital
Illinois
-$922K
4
AAP
Arax Advisory Partners
Colorado
-$410K
5
BCI
Brinker Capital Investments
Pennsylvania
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$481K +$497K +15,625 New
EFG
77
Embree Financial Group
Illinois
$459K +$120K +3,775 +34%
AFW
78
Avantra Family Wealth
Pennsylvania
$449K +$54.7K +1,720 +13%
PSCM
79
Per Stirling Capital Management
Texas
$445K +$58.6K +1,843 +15%
OIA
80
OneDigital Investment Advisors
Kansas
$441K +$95.5K +3,004 +27%
NP
81
NorthRock Partners
Minnesota
$433K -$18.3K -575 -4%
IWA
82
Icon Wealth Advisors
Texas
$422K +$410K +12,898 New
HI
83
Harbour Investments
Wisconsin
$421K +$159 +5 +0%
Creative Planning
84
Creative Planning
Kansas
$411K – – –
OCA
85
OpenArc Corporate Advisory
Georgia
$406K +$186K +5,852 +80%
SWM
86
SigFig Wealth Management
California
$398K +$20.9K +657 +5%
Raymond James Financial
87
Raymond James Financial
Florida
$391K +$403K +12,685 New
GM
88
GeoWealth Management
Illinois
$376K +$2.8K +88 +0.7%
OBWG
89
Onyx Bridge Wealth Group
New York
$372K +$7.12K +224 +2%
SPIA
90
Steward Partners Investment Advisory
New York
$357K +$24.8K +781 +7%
AL
91
ARWA LLC
Texas
$354K +$356K +11,195 New
EFG
92
Ehrlich Financial Group
California
$345K +$124K +3,899 +53%
NA
93
NewEdge Advisors
Louisiana
$344K +$4.7K +148 +1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$341K -$26.9K -846 -7%
JWCA
95
J.W. Cole Advisors
Florida
$337K -$667 -21 -0.2%
SB
96
Strategic Blueprint
Georgia
$332K -$8.42K -265 -2%
SWP
97
Sagespring Wealth Partners
Tennessee
$331K +$342K +10,748 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$322K +$72.7K +2,289 +28%
SFS
99
Security Financial Services
Indiana
$322K +$24.3K +766 +8%
VR
100
Vision Retirement
New Jersey
$321K -$89.7K -2,821 -21%
2 3
4
5 6

BALI Hedge Fund Activity: Q1 2026 in Review

143 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q1 2026, worth a combined $636M — up 31% from $485M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BALI positions and 14 closed out — a net gain of 20 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $22.6M. The largest seller was Diversify Advisory Services, exiting entirely with an estimated $3.51M sold.

  • 143 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q1 2026, up from 128 in Q4 2025.
  • Funds reported $636M of iShares U.S. Large Cap Premium Income Active ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 34 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q1 2026 and 14 closed out, a net change of +20 holders.
  • The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $22.6M added.
  • The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q1 2026 was Diversify Advisory Services, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.