iShares U.S. Large Cap Premium Income Active ETF
BALI
83 hedge funds and large institutions have $295M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 8 closing their positions.
430% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 10
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
49% more capital invested
Capital invested by funds: $198M → $295M (+$96.3M)
8% more funds holding
Funds holding: 77 → 83 (+6)
4.72% more ownership
Funds ownership: 79.92% → 84.65% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$20.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.38M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.31M |
| 2 |
Goldman Sachs
New York
|
-$737K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$574K |
| 4 |
Jane Street
New York
|
-$357K |
| 5 |
EFG
Embree Financial Group
Chicago,
Illinois
|
-$260K |
BALI Hedge Fund Activity: Q2 2025 in Review
83 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q2 2025, worth a combined $295M — up 49% from $198M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BALI positions and 8 closed out — a net gain of 7 holders — while 53 added to existing stakes and 10 trimmed.
The largest buyer was Vestmark Advisory Solutions, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $9.31M.
- 83 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q2 2025, up from 77 in Q1 2025.
- Funds reported $295M of iShares U.S. Large Cap Premium Income Active ETF stock for Q2 2025, up 49% quarter-over-quarter.
- 15 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q2 2025 and 8 closed out, a net change of +7 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $20.1M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q2 2025 was BlackRock, an estimated $9.31M sold.
Based on aggregated 13F filings for Q2 2025.