iShares U.S. Large Cap Premium Income Active ETF
BALI
6 hedge funds and large institutions have $12.1M invested in iShares U.S. Large Cap Premium Income Active ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
11% more capital invested
Capital invested by funds: $10.9M → $12.1M (+$1.19M)
9.93% less ownership
Funds ownership: 58.68% → 48.74% (-9.9%)
Top Buyers
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $11.6M | – | – | – |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $415K | +$397K | +14,371 | New |
|
|
KFS
3
Kelly Financial Services
Braintree,
Massachusetts
| $111K | +$89.4K | +3,233 | +517% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $23.1K | – | – | – |
|
5
Fidelity Investments
Boston,
Massachusetts
| $4.33K | +$4.15K | +150 | New |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $299 | +$277 | +10 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$248K | -9,310 | Closed |
|
BALI Hedge Fund Activity: Q1 2024 in Review
6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q1 2024, worth a combined $12.1M — up 11% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BALI positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $397K. The largest seller was Old Mission Capital, exiting entirely with an estimated $248K sold.
- 6 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $12.1M of iShares U.S. Large Cap Premium Income Active ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 3 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $397K added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q1 2024 was Old Mission Capital, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2024.