iShares U.S. Large Cap Premium Income Active ETF
BALI
179 hedge funds and large institutions have $960M invested in iShares U.S. Large Cap Premium Income Active ETF in 2026 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 23 reducing their positions, and 6 closing their positions.
667% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 6
326% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 23
51% more capital invested
Capital invested by funds: $636M → $960M (+$324M)
25% more funds holding
Funds holding: 143 → 179 (+36)
2.12% more ownership
Funds ownership: 75.03% → 77.15% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$36.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$19.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$9.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 4 |
SA
Sovran Advisors
San Diego,
California
|
-$1.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.09M |
BALI Hedge Fund Activity: Q2 2026 in Review
179 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Large Cap Premium Income Active ETF (BALI) for Q2 2026, worth a combined $960M — up 51% from $636M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new BALI positions and 6 closed out — a net gain of 40 holders — while 98 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $51.4M. The largest seller was Fidelity Investments, cutting an estimated $15.7M.
- 179 institutional investors held iShares U.S. Large Cap Premium Income Active ETF (BALI) as of Q2 2026, up from 143 in Q1 2026.
- Funds reported $960M of iShares U.S. Large Cap Premium Income Active ETF stock for Q2 2026, up 51% quarter-over-quarter.
- 46 funds opened new iShares U.S. Large Cap Premium Income Active ETF positions in Q2 2026 and 6 closed out, a net change of +40 holders.
- The largest iShares U.S. Large Cap Premium Income Active ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $51.4M added.
- The largest iShares U.S. Large Cap Premium Income Active ETF seller in Q2 2026 was Fidelity Investments, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2026.