iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

$34.77 +0.28 (+0.81%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 89
Total Institutional Inflows (last 12 months): $126.16M

Number of Institutional Sellers (last 12 months): 22
Total Institutional Outflows (last 12 months): $32.68M

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BALI Institutional Buying and Selling by Quarter

iShares Advantage Large Cap Income ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2026	Continuum Advisory LLC	4,481	$152K	0.0%	N/A	0.415%
5/19/2026	Arkadios Wealth Advisors	30,794	$949K	0.0%	+45.1%	2.851%
5/18/2026	Sunbelt Securities Inc.	20,846	$642K	0.0%	+25.8%	1.930%
4/30/2026	Beacon Financial Group	61,281	$1.89M	0.2%	+0.7%	5.674%
4/30/2026	First Horizon Corp	54,555	$1.68M	0.1%	N/A	5.051%
4/22/2026	Janney Montgomery Scott LLC	10,451	$322K	0.0%	+28.0%	0.968%
3/4/2026	SHP Wealth Management	3,909	$124K	0.0%	N/A	0.016%
2/27/2026	Southern Capital Services Inc. ADV	230,738	$7.31M	4.6%	N/A	0.972%
2/20/2026	Sunbelt Securities Inc.	16,568	$525K	0.0%	+23.8%	0.070%
2/18/2026	Onyx Bridge Wealth Group LLC	11,846	$375K	0.0%	-8.9%	0.050%
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2/18/2026	OLD Mission Capital LLC	29,088	$922K	0.0%	N/A	0.123%
2/18/2026	Gotham Asset Management LLC	46,143	$1.46M	0.0%	N/A	0.194%
2/17/2026	Integrated Advisors Network LLC	15,771	$500K	0.0%	-82.8%	0.066%
2/17/2026	Cetera Investment Advisers	586,133	$18.57M	0.0%	+11.3%	2.469%
2/17/2026	Hilltop Holdings Inc.	6,834	$216K	0.0%	N/A	0.029%
2/17/2026	Equitable Holdings Inc.	134,419	$4.26M	0.0%	+118.6%	0.566%
2/17/2026	GeoWealth Management LLC	12,124	$384K	0.0%	+24.9%	0.051%
2/17/2026	Osaic Holdings Inc.	383,702	$12.16M	0.0%	-3.3%	1.616%
2/17/2026	Harborfront Financial Group LLC	6,491	$206K	1.5%	N/A	0.027%
2/16/2026	MML Investors Services LLC	152,055	$4.82M	0.0%	+18.2%	0.641%
2/16/2026	Arax Advisory Partners	18,035	$571K	0.0%	N/A	0.076%
2/13/2026	Kestra Advisory Services LLC	3,008	$95K	0.0%	N/A	0.013%
2/13/2026	CreativeOne Wealth LLC	76,048	$2.41M	0.1%	-0.8%	0.320%
2/13/2026	Transamerica Financial Advisors LLC	4,394	$140K	0.0%	+220.3%	0.019%
2/13/2026	Arkadios Wealth Advisors	21,221	$672K	0.0%	N/A	0.089%
2/13/2026	OpenArc Corporate Advisory LLC	7,323	$232K	0.0%	N/A	0.031%
2/13/2026	Wells Fargo & Company MN	276,487	$8.76M	0.0%	+27,648,600.0%	1.165%
2/12/2026	Jane Street Group LLC	7,720	$245K	0.0%	-73.7%	0.033%
2/12/2026	Orion Porfolio Solutions LLC	47,020	$1.49M	0.0%	+34.6%	0.198%
2/12/2026	Commonwealth Equity Services LLC	290,395	$9.20M	0.0%	+1.4%	1.223%
2/12/2026	Steward Partners Investment Advisory LLC	10,791	$342K	0.0%	+2,220.6%	0.045%
2/12/2026	Founders Financial Alliance LLC	11,500	$364K	0.1%	+44.0%	0.048%
2/11/2026	Janney Montgomery Scott LLC	8,162	$259K	0.0%	N/A	0.034%
2/11/2026	LPL Financial LLC	1,680,474	$53.24M	0.0%	+32.6%	7.079%
2/11/2026	JPMorgan Chase & Co.	307,508	$9.74M	0.0%	+4.4%	1.295%
2/11/2026	J.W. Cole Advisors Inc.	10,956	$347K	0.0%	+50.5%	0.046%
2/10/2026	ShoreHaven Wealth Partners LLC	36,403	$1.15M	0.4%	+3.6%	0.153%
2/10/2026	Beto Financial Group LLC	18,622	$603K	0.4%	N/A	0.078%
2/10/2026	Madison Wealth Partners Inc	8,254	$261K	0.0%	+5.8%	0.035%
2/10/2026	Northwestern Mutual Wealth Management Co.	557,668	$17.67M	0.0%	+102.4%	2.349%
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2/9/2026	Harbour Investments Inc.	13,645	$432K	0.0%	+784.3%	0.057%
2/6/2026	Vestmark Advisory Solutions Inc.	527,823	$16.72M	0.2%	+0.3%	2.223%
2/6/2026	Prevail Innovative Wealth Advisors LLC	102,684	$3.25M	0.6%	N/A	0.433%
2/6/2026	HighTower Advisors LLC	105,575	$3.35M	0.0%	+3.9%	0.445%
2/6/2026	Envestnet Portfolio Solutions Inc.	222,268	$7.04M	0.0%	+16.6%	0.936%
2/5/2026	Northwestern Mutual Wealth Management Co.	98,375	$3.12M	0.0%	-64.3%	0.414%
2/5/2026	Granite Bay Wealth Management LLC	312,422	$9.90M	2.4%	+12.0%	1.316%
2/4/2026	World Investment Advisors	9,637	$305K	0.0%	N/A	0.041%
2/4/2026	Drive Wealth Management LLC	64,461	$2.06M	0.4%	N/A	0.274%
2/4/2026	Flagship Private Wealth LLC	34,209	$1.08M	0.4%	N/A	0.145%
2/3/2026	Diversify Wealth Management LLC	81,773	$2.62M	0.1%	N/A	0.347%
2/3/2026	MGO One Seven LLC	17,270	$547K	0.0%	+173.0%	0.073%
2/3/2026	Detalus Advisors LLC	17,694	$561K	0.1%	+7.2%	0.075%
2/3/2026	Sequoia Financial Advisors LLC	37,805	$1.20M	0.0%	-18.4%	0.160%
2/2/2026	Truist Financial Corp	6,385	$202K	0.0%	N/A	0.027%
1/30/2026	Strategic Blueprint LLC	11,038	$350K	0.0%	N/A	0.047%
1/29/2026	Sanctuary Advisors LLC	115,535	$3.66M	0.0%	+10.7%	0.499%
1/28/2026	Confluence Wealth Services Inc.	36,407	$1.15M	0.0%	-4.0%	0.157%
1/28/2026	PMG Family Office LLC	18,237	$582K	0.7%	-9.2%	0.079%
1/28/2026	Edge Financial Advisors LLC	13,608	$431K	0.2%	N/A	0.059%
1/27/2026	Semus Wealth Partners LLC	83,905	$2.66M	1.4%	+7.0%	0.363%
1/27/2026	Security Financial Services INC.	9,680	$307K	0.0%	+7.8%	0.042%
1/26/2026	Patriot Financial Group Insurance Agency LLC	257,451	$8.16M	1.0%	+42.3%	1.115%
1/26/2026	Quadrant Private Wealth Management LLC	23,737	$757K	0.1%	+17.8%	0.103%
1/26/2026	United Advisor Group LLC	72,493	$2.30M	0.3%	+5.3%	0.314%
1/26/2026	Cornerstone Wealth Group LLC	11,663	$369K	0.0%	-5.3%	0.050%
1/23/2026	Assetmark Inc.	269,460	$8.54M	0.0%	-1.4%	1.174%
1/23/2026	U.S. Capital Wealth Advisors LLC	260,770	$8.26M	0.2%	+4.5%	1.136%
1/23/2026	Clear Creek Financial Management LLC	6,400	$203K	0.0%	N/A	0.028%
1/23/2026	Diversify Advisory Services LLC	109,401	$3.51M	0.1%	-4.0%	0.476%
1/22/2026	Triad Wealth Partners LLC	67,306	$2.13M	0.2%	+31.8%	0.293%
1/21/2026	Avantra Family Wealth Inc.	12,857	$407K	0.3%	+3.9%	0.056%
1/20/2026	JB Capital LLC	85,464	$2.71M	0.1%	+10.5%	0.386%
1/20/2026	Sovran Advisors LLC	62,880	$2.02M	0.2%	+152.9%	0.284%
1/20/2026	Stratos Wealth Partners LTD.	39,536	$1.25M	0.0%	+86.0%	0.179%
1/20/2026	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	62,936	$1.99M	0.1%	+30.6%	0.285%
1/20/2026	Sheets Smith Wealth Management	41,642	$1.32M	0.1%	-1.3%	0.188%
1/16/2026	SigFig Wealth Management LLC	12,252	$388K	0.0%	+2.9%	0.056%
1/15/2026	Wealth Quarterback LLC	20,193	$640K	0.2%	+14.9%	0.092%
1/14/2026	Embree Financial Group	11,122	$352K	0.0%	+49.4%	0.051%
1/14/2026	Spire Wealth Management	2,837	$90K	0.0%	+978.7%	0.013%
1/13/2026	Kelly Financial Services LLC	53,778	$1.70M	0.4%	+16.6%	0.246%
1/12/2026	National Wealth Management Group LLC	7,533	$239K	0.1%	+7.1%	0.034%
1/12/2026	Willner & Heller LLC	8,771	$278K	0.2%	+12.3%	0.040%
1/8/2026	Signet Financial Management LLC	8,386	$266K	0.0%	N/A	0.039%
1/7/2026	Next Level Private LLC	102,414	$3.24M	0.9%	N/A	0.477%
1/6/2026	Ehrlich Financial Group	7,308	$232K	0.1%	N/A	0.034%
1/5/2026	Park Avenue Securities LLC	74,656	$2.37M	0.0%	-3.4%	0.348%
1/1/2026	JPMorgan Chase & Co.	294,622	$9.35M	0.0%	+1.6%	1.617%
12/22/2025	PMG Family Office LLC	20,082	$637K	0.7%	N/A	0.110%
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11/19/2025	Sunbelt Securities Inc.	13,388	$425K	0.0%	N/A	0.073%
11/17/2025	Susquehanna International Group LLP	17,841	$566K	0.0%	+50.2%	0.098%
11/17/2025	Northwestern Mutual Wealth Management Co.	275,578	$8.75M	0.0%	+3,991.7%	1.513%
11/17/2025	Integrated Wealth Concepts LLC	23,561	$748K	0.0%	-7.8%	0.129%
11/17/2025	Ausdal Financial Partners Inc.	6,820	$216K	0.0%	N/A	0.037%
11/17/2025	Bank of America Corp DE	297,236	$9.43M	0.0%	+71,009.1%	1.631%
11/17/2025	Ameriprise Financial Inc.	1,226,644	$38.88M	0.0%	+11.5%	6.732%
11/14/2025	Creative Planning	13,130	$417K	0.0%	-8.5%	0.072%
11/14/2025	NorthRock Partners LLC	10,836	$344K	0.0%	N/A	0.059%
11/13/2025	GeoWealth Management LLC	9,710	$308K	0.0%	N/A	0.053%

BALI Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 institutional investors and hedge funds held shares of iShares Advantage Large Cap Income ETF. The most heavily invested institutionals were LPL Financial LLC ($53.24M), Envestnet Asset Management Inc. ($50.31M), Ameriprise Financial Inc. ($38.88M), EWG Elevate Inc. ($23.36M), Cetera Investment Advisers ($18.57M), Northwestern Mutual Wealth Management Co. ($17.67M), and Vestmark Advisory Solutions Inc. ($16.72M).Learn more on iShares Advantage Large Cap Income ETF's institutional investors.

Of the 116 institutional investors that purchased iShares Advantage Large Cap Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.57M), Vestmark Advisory Solutions Inc. ($1.05M), LPL Financial LLC ($986.22K), Ameriprise Financial Inc. ($609.54K), Northwestern Mutual Wealth Management Co. ($556.97K), Cetera Investment Advisers ($509.57K), and Granite Bay Wealth Management LLC ($312.42K).

Institutional investors have bought a total of 3,984,319 shares in the last 24 months. This purchase volume represents approximately $126.16M in transactions.

Of the 22 institutional investors that sold iShares Advantage Large Cap Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vestmark Advisory Solutions Inc. ($520.66K), Northwestern Mutual Wealth Management Co. ($177.20K), Commonwealth Equity Services LLC ($153.83K), Integrated Advisors Network LLC ($76.00K), U.S. Capital Wealth Advisors LLC ($28.30K), Jane Street Group LLC ($21.63K), and Osaic Holdings Inc. ($13.06K).

Institutional investors have sold a total of 1,031,255 shares in the last 24 months. This volume of shares sold represents approximately $32.68M in transactions.

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Institutional ownership data for BATS:BALI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.

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iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

BALI Institutional Buying and Selling by Quarter

iShares Advantage Large Cap Income ETF Major Shareholders & Ownership History

BALI Institutional Ownership - Frequently Asked Questions

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iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Advantage Large Cap Income ETF (BATS:BALI)

BALI Institutional Buying and Selling by Quarter

iShares Advantage Large Cap Income ETF Major Shareholders & Ownership History

BALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALI shares?

Which institutional investors have been buying iShares Advantage Large Cap Income ETF's stock?

How much institutional buying is happening at iShares Advantage Large Cap Income ETF?

Which of iShares Advantage Large Cap Income ETF's major shareholders have been selling company stock?

How much institutional selling is happening at iShares Advantage Large Cap Income ETF?

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