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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.6M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$10.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$1.55M |
| 2 |
Morgan Stanley
New York
|
-$504K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$276K |
| 4 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
-$250K |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $86 | +$90 | +3 | New |
|
77
Wells Fargo
San Francisco,
California
| $17 | +$30 | +1 | New |
|
|
3AM
78
3EDGE Asset Management
Naples,
Florida
| – | -$1.55M | -51,251 | Closed |
|
|
CFGS
79
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$413K | -13,264 | Closed |
|
|
OMC
80
Old Mission Capital
Chicago,
Illinois
| – | -$276K | -9,113 | Closed |
|
|
CT
81
Colonial Trust
Spartanburg,
South Carolina
| – | -$250K | -8,265 | Closed |
|
|
WCP
82
Wick Capital Partners
Wayne,
Pennsylvania
| – | -$209K | -6,916 | Closed |
|
83
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -169 | Closed |
|
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.