iShares U.S. Large Cap Premium Income Active ETF
BALI
103 hedge funds and large institutions have $345M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
133% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 21
24% more funds holding
Funds holding: 83 → 103 (+20)
17% more capital invested
Capital invested by funds: $295M → $345M (+$50.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.35% less ownership
Funds ownership: 84.65% → 78.3% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.14M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$8.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.28M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.92M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$16M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.74M |
| 3 |
BlackRock
New York
|
-$1.76M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$872K |
| 5 |
HFA
High Falls Advisors
Rochester,
New York
|
-$201K |
BALI Hedge Fund Activity: Q3 2025 in Review
103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q3 2025, worth a combined $345M — up 17% from $295M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BALI positions and 6 closed out — a net gain of 22 holders — while 49 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $9.14M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $16M.
- 103 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q3 2025, up from 83 in Q2 2025.
- Funds reported $345M of iShares U.S. Large Cap Premium Income Active ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 28 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q3 2025 and 6 closed out, a net change of +22 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q3 2025 was Bank of America, an estimated $9.14M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2025.