Who Owns iShares U.S. Large Cap Premium Income Active ETF (BALI)?Hedge Fund & Institutional Holders

$31.23-0.19 (-0.60%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.600054000530006e+200T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$25.62$27.34$29.06$30.78$32.50Sep 24Jun 25Mar 26

BALI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+1.7M+$53.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+1.7M+$53.0M
Sanctuary Advisors, LLCNew Position+352K+$10.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+290K+$9.0M
Envestnet Portfolio Solutions, Inc.New Position+222K+$7.0M
WELLS FARGO & COMPANY/MNIncreased+276K+$7.0M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+103K+$3.3M
Next Level Private LLCNew Position+102K+$3.2M
JB Capital LLCNew Position+85K+$2.7M
Semus Wealth Partners LLCNew Position+84K+$2.7M
DIVERSIFY WEALTH MANAGEMENT, LLCNew Position+82K+$2.6M
PARK AVENUE SECURITIES LLCNew Position+75K+$2.4M
Triad Wealth Partners, LLCNew Position+67K+$2.1M
DRIVE WEALTH MANAGEMENT, LLCNew Position+64K+$2.1M
Sovran Advisors, LLCNew Position+63K+$2.0M

BALI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EWG Elevate Inc.Closed Position-736K-$23.4B
OSAIC HOLDINGS, INC.Decreased-13K-$12.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-177K-$8.7B
ASSETMARK, INCDecreased-4K-$8.7B
Diversify Advisory Services, LLCDecreased-5K-$3.6B
Integrated Advisors Network LLCDecreased-76K-$2.9B
CreativeOne Wealth, LLCDecreased-633-$2.4B
BEACON FINANCIAL GROUPClosed Position-59K-$1.9B
JANE STREET GROUP, LLCDecreased-22K-$931.4M
PMG Family Office LLCDecreased-2K-$636.8M
NewEdge Advisors, LLCDecreased-716-$372.7M
Ausdal Financial Partners, Inc.Decreased-21-$216.3M
Tennessee Valley Asset Management PartnersClosed Position-6K-$202.9M
Icon Wealth Advisors, LLCClosed Position-6K-$186.9M
COMERICA BANKDecreased-80-$127.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC1,797,537$56.0M0.01%Share
2FMR LLC1,733,586$54.0M0.00%Share
3LPL Financial LLC1,680,474$53.0M0.01%Share
4ENVESTNET ASSET MANAGEMENT INC1,687,701$53.0M0.02%Share
5BANK OF AMERICA CORP /DE/583,232$18.0M0.00%Share
6Cetera Investment Advisers586,133$18.0M0.02%Share
7Vestmark Advisory Solutions, Inc.527,823$16.7M0.23%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO98,375$13.0M0.01%Share
9OSAIC HOLDINGS, INC.362,720$11.0M0.02%Share
10MORGAN STANLEY315,989$10.0M0.00%Share
11Granite Bay Wealth Management, LLC312,422$9.9M2.38%Share
12COMMONWEALTH EQUITY SERVICES, LLC290,395$9.0M0.01%Share
13JPMORGAN CHASE & CO307,508$9.0M0.00%Share
14ASSETMARK, INC269,460$8.5M0.02%Share
15U.S. Capital Wealth Advisors, LLC260,770$8.3M0.22%Share
16Patriot Financial Group Insurance Agency, LLC257,451$8.2M0.97%Share
17WELLS FARGO & COMPANY/MN250,683$7.0M0.00%Share
18Envestnet Portfolio Solutions, Inc.222,268$7.0M0.02%Share
19Equitable Holdings, Inc.134,419$4.0M0.03%Share
20MML INVESTORS SERVICES, LLC152,055$4.0M0.01%Share
21Sanctuary Advisors, LLC115,535$3.7M0.02%Share
22Diversify Advisory Services, LLC109,401$3.5M0.11%Share
23PREVAIL INNOVATIVE WEALTH ADVISORS, LLC102,684$3.3M0.58%Share
24Next Level Private LLC102,414$3.2M0.85%Share
25Sanctuary Advisors, LLC99,661$3.0M0.02%Share
26HighTower Advisors, LLC105,575$3.0M0.00%Share
27JB Capital LLC85,464$2.7M0.11%Share
28Semus Wealth Partners LLC83,905$2.7M1.43%Share
29DIVERSIFY WEALTH MANAGEMENT, LLC81,773$2.6M0.12%Share
30PARK AVENUE SECURITIES LLC74,656$2.4M0.02%Share
31United Advisor Group, LLC72,493$2.3M0.29%Share
32Triad Wealth Partners, LLC67,306$2.1M0.20%Share
33DRIVE WEALTH MANAGEMENT, LLC64,304$2.1M0.40%Share
34Sovran Advisors, LLC62,880$2.0M0.17%Share
35BANK OF AMERICA CORP /DE/91,134$2.0M0.00%Share
36C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors62,936$2.0M0.12%Share
37Sanctuary Advisors, LLC68,359$2.0M0.01%Share
38Sanctuary Advisors, LLC68,359$2.0M0.01%Share
39Kelly Financial Services LLC53,778$1.7M0.43%Share
40SHEETS SMITH WEALTH MANAGEMENT41,642$1.3M0.14%Share
41Stratos Wealth Partners, LTD.39,536$1.3M0.01%Share
42Sequoia Financial Advisors, LLC37,805$1.2M0.01%Share
43ShoreHaven Wealth Partners, LLC36,403$1.2M0.41%Share
44Confluence Wealth Services, Inc.36,407$1.2M0.05%Share
45Flagship Private Wealth, LLC34,209$1.1M0.43%Share
46BANK OF AMERICA CORP /DE/55,237$1.0M0.00%Share
47Gotham Asset Management, LLC46,143$1.0M0.00%Share
48CreativeOne Wealth, LLC57,049$1.0M0.02%Share
49Private Advisor Group, LLC35,358$1.0M0.00%Share
50Orion Porfolio Solutions, LLC47,020$1.0M0.01%Share

BALI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$452.7M+57
Q3 202565$251.6B-8
Q2 202573$248.5B-1
Q1 202574$184.0B+26
Q4 202448$10.4T+33
Q3 202415$19.5T+6
Q2 20249$4.8T+4
Q1 20245$431.1B—

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As of Q4 2025, 50 institutional investors hold BALI (iShares U.S. Large Cap Premium Income Active ETF). The largest holder is AMERIPRISE FINANCIAL INC with $56.0M in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BALI?

As of Q4 2025, 50 institutional investors report holding BALI (iShares U.S. Large Cap Premium Income Active ETF) in their 13F filings.

Who is the largest institutional holder of BALI?

The largest institutional holder of BALI is AMERIPRISE FINANCIAL INC with $56.0M in shares.

Is institutional ownership of BALI increasing or decreasing?

This quarter, 13 institutions opened new positions in BALI and 4 closed their positions.