Who Owns BALI?
iShares U.S. Large Cap Premium Income Active ETF — Institutional Ownership & 13F Holdings
$32.67
-0.09 (-0.27%)
Market Cap
$463.8M
Shares Outstanding
14,595,470
Institutional Holders
74
Total Inst. Value
$148.5M
% of Float Held
—
QoQ Holder Change
+69
Institutional data as of Q1 2025
New Positions
35
Closed Positions
9
Increased
28
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $31.4M | 1,091,310 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $20.2M | 700 |
| 3 | EWG Elevate Inc.New | $19.3M | 670,262 |
| 4 | BlackRock, Inc. | $11.8M | 409,529 |
| 5 | Vestmark Advisory Solutions, Inc.New | $9.8M | 341,409 |
| 6 | Cetera Investment Advisers | $7.6M | 262,582 |
| 7 | U.S. Capital Wealth Advisors, LLC | $7.4M | 258,237 |
| 8 | OSAIC HOLDINGS, INC. | $7.3M | 255,058 |
| 9 | JPMORGAN CHASE & CO | $5.5M | 190,310 |
| 10 | MORGAN STANLEY | $4.8M | 166,202 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +617K | $31.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +700 | $20.2M |
| EWG Elevate Inc.New | +670K | $19.3M |
| BlackRock, Inc. | +889 | $11.8M |
| Vestmark Advisory Solutions, Inc.New | +341K | $9.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -17K | $4.8M |
| ASSETMARK, INC | -5K | $5K |
| BEACON FINANCIAL GROUP | -4K | $1.3M |
| First Horizon Advisors, Inc. | -117 | $26K |
| LGT Financial Advisors LLC | -43 | $55K |
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Frequently Asked Questions
How many institutional investors hold BALI?
As of Q1 2025, 74 institutional investors report holding BALI (iShares U.S. Large Cap Premium Income Active ETF) in their 13F filings.
Which hedge fund owns the most BALI?
The largest institutional holder of BALI is AMERIPRISE FINANCIAL INC with $31.4M in shares.
Are institutions buying or selling BALI?
This quarter, 35 institutions opened new positions in BALI and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.