iShares U.S. Large Cap Premium Income Active ETF
BALI
128 hedge funds and large institutions have $485M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
263% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 19
41% more capital invested
Capital invested by funds: $345M → $485M (+$140M)
24% more funds holding
Funds holding: 103 → 128 (+25)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.17% less ownership
Funds ownership: 78.3% → 72.13% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.4M |
| 2 |
Jane Street
New York
|
-$684K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$413K |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$269K |
| 5 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$203K |
BALI Hedge Fund Activity: Q4 2025 in Review
128 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q4 2025, worth a combined $485M — up 41% from $345M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BALI positions and 8 closed out — a net gain of 28 holders — while 69 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $54.8M. The largest seller was Integrated Advisors Network, cutting an estimated $2.4M.
- 128 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q4 2025, up from 103 in Q3 2025.
- Funds reported $485M of iShares U.S. Large Cap Premium Income Active ETF stock for Q4 2025, up 41% quarter-over-quarter.
- 36 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q4 2025 was Fidelity Investments, an estimated $54.8M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q4 2025 was Integrated Advisors Network, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2025.