iShares U.S. Large Cap Premium Income Active ETF
BALI
62 hedge funds and large institutions have $155M invested in iShares U.S. Large Cap Premium Income Active ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
3,746% more capital inflows, than outflows
Capital inflows: $118M | Capital outflows: $3.08M
1,500% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 3
265% more funds holding
Funds holding: 17 → 62 (+45)
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
116.75% less ownership
Funds ownership: 160.92% → 44.17% (-117%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$15M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.02M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3EDGE Asset Management
Naples,
Florida
|
-$2.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$332K |
| 3 |
Jane Street
New York
|
-$296K |
| 4 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$205K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$32.7K |
BALI Hedge Fund Activity: Q4 2024 in Review
62 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q4 2024, worth a combined $155M — up 269% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BALI positions and 3 closed out — a net gain of 45 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $23.9M. The largest seller was 3EDGE Asset Management, cutting an estimated $2.21M.
- 62 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $155M of iShares U.S. Large Cap Premium Income Active ETF stock for Q4 2024, up 269% quarter-over-quarter.
- 48 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q4 2024 and 3 closed out, a net change of +45 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $23.9M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q4 2024 was 3EDGE Asset Management, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2024.