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iShares U.S. Large Cap Premium Income Active ETF
BALI
BALI
127 hedge funds and large institutions have $485M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
263% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 19
41% more capital invested
Capital invested by funds: $345M → $485M (+$140M)
23% more funds holding
Funds holding: 103 → 127 (+24)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.18% less ownership
Funds ownership: 78.3% → 72.12% (-6.2%)
Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
69
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.92M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
126
Hantz Financial Services
Southfield,
Michigan
| $1K | – | – | – |
|
|
CA
127
CoreCap Advisors
Southfield,
Michigan
| $380 | +$380 | +12 | New |
|
|
TVAMP
128
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$203K | -6,393 | Closed |
|
|
IWA
129
Icon Wealth Advisors
Houston,
Texas
| – | -$187K | -5,890 | Closed |
|
130
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$55.4K | -1,744 | Closed |
|
|
LFA
131
LGT Financial Advisors
Dallas,
Texas
| – | -$22K | -692 | Closed |
|
|
SAM
132
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$6.59K | -208 | Closed |
|
|
TIM
133
Tortoise Investment Management
White Plains,
New York
| – | -$3.31K | -104 | Closed |
|
|
AGWCA
134
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$2.17K | -68 | Closed |
|
|
ASN
135
Advisory Services Network
Atlanta,
Georgia
| – | -$1.52K | -48 | Closed |
|