iShares U.S. Large Cap Premium Income Active ETF
BALI
17 hedge funds and large institutions have $42.1M invested in iShares U.S. Large Cap Premium Income Active ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
50% more capital invested
Capital invested by funds: $28.1M → $42.1M (+$14M)
42% more funds holding
Funds holding: 12 → 17 (+5)
0.37% more ownership
Funds ownership: 60.87% → 61.23% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.73M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$2.65M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.81M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.43M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$796K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$435K |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$194K |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$83.8K |
| 4 |
FFO
Fortitude Family Office
Scottsdale,
Arizona
|
-$4.08K |
BALI Hedge Fund Activity: Q3 2024 in Review
17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q3 2024, worth a combined $42.1M — up 50% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BALI positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was BlackRock, adding an estimated $4.73M. The largest seller was Old Mission Capital, exiting entirely with an estimated $435K sold.
- 17 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $42.1M of iShares U.S. Large Cap Premium Income Active ETF stock for Q3 2024, up 50% quarter-over-quarter.
- 7 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q3 2024 and 2 closed out, a net change of +5 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q3 2024 was BlackRock, an estimated $4.73M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q3 2024 was Old Mission Capital, an estimated $435K sold.
Based on aggregated 13F filings for Q3 2024.