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.
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)
Top Buyers
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$22.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$11.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCFM
151
Clear Creek Financial Management
Silverdale,
Washington
| – | -$203K | -6,400 | Closed |
|
152
Truist Financial
Charlotte,
North Carolina
| – | -$202K | -6,385 | Closed |
|
|
KAS
153
Kestra Advisory Services
Austin,
Texas
| – | -$95.3K | -3,008 | Closed |
|
|
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$47.9K | -1,500 | Closed |
|
155
Rockefeller Capital Management
New York
| – | -$22.4K | -706 | Closed |
|
|
FFA
156
Farther Finance Advisors
San Francisco,
California
| – | -$10.5K | -332 | Closed |
|
|
OSAM
157
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2.57K | -81 | Closed |
|
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.