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iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

iShares Advantage Large Cap Income ETF logo
$33.96 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$197.91M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$33.63M
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BALI Institutional Buying and Selling by Quarter

iShares Advantage Large Cap Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors30,794$949K0.0%+45.1%2.851%
5/18/2026 Sunbelt Securities Inc.20,846$642K0.0%+25.8%1.930%
4/30/2026 Beacon Financial Group61,281$1.89M0.2%+0.7%5.674%
4/30/2026 First Horizon Corp54,555$1.68M0.1%N/A5.051%
4/22/2026 Janney Montgomery Scott LLC10,451$322K0.0%+28.0%0.968%
3/4/2026 SHP Wealth Management3,909$124K0.0%N/A0.016%
2/27/2026 Southern Capital Services Inc. ADV230,738$7.31M4.6%N/A0.972%
2/20/2026 Sunbelt Securities Inc.16,568$525K0.0%+23.8%0.070%
2/18/2026 Onyx Bridge Wealth Group LLC11,846$375K0.0%-8.9%0.050%
2/18/2026 OLD Mission Capital LLC29,088$922K0.0%N/A0.123%
2/18/2026 Gotham Asset Management LLC46,143$1.46M0.0%N/A0.194%
2/17/2026 Integrated Advisors Network LLC15,771$500K0.0%-82.8%0.066%
2/17/2026 Cetera Investment Advisers586,133$18.57M0.0%+11.3%2.469%
2/17/2026 Hilltop Holdings Inc.6,834$216K0.0%N/A0.029%
2/17/2026 Equitable Holdings Inc.134,419$4.26M0.0%+118.6%0.566%
2/17/2026 GeoWealth Management LLC12,124$384K0.0%+24.9%0.051%
2/17/2026 Osaic Holdings Inc.383,702$12.16M0.0%-3.3%1.616%
2/17/2026Harborfront Financial Group LLC6,491$206K1.5%N/A0.027%
2/16/2026 MML Investors Services LLC152,055$4.82M0.0%+18.2%0.641%
2/16/2026 Arax Advisory Partners18,035$571K0.0%N/A0.076%
2/13/2026 Kestra Advisory Services LLC3,008$95K0.0%N/A0.013%
2/13/2026 CreativeOne Wealth LLC76,048$2.41M0.1%-0.8%0.320%
2/13/2026 Transamerica Financial Advisors LLC4,394$140K0.0%+220.3%0.019%
2/13/2026 Arkadios Wealth Advisors21,221$672K0.0%N/A0.089%
2/13/2026 OpenArc Corporate Advisory LLC7,323$232K0.0%N/A0.031%
2/13/2026 Wells Fargo & Company MN276,487$8.76M0.0%+27,648,600.0%1.165%
2/12/2026 Jane Street Group LLC7,720$245K0.0%-73.7%0.033%
2/12/2026 Orion Porfolio Solutions LLC47,020$1.49M0.0%+34.6%0.198%
2/12/2026 Commonwealth Equity Services LLC290,395$9.20M0.0%+1.4%1.223%
2/12/2026 Steward Partners Investment Advisory LLC10,791$342K0.0%+2,220.6%0.045%
2/12/2026 Founders Financial Alliance LLC11,500$364K0.1%+44.0%0.048%
2/11/2026 Janney Montgomery Scott LLC8,162$259K0.0%N/A0.034%
2/11/2026 LPL Financial LLC1,680,474$53.24M0.0%+32.6%7.079%
2/11/2026 JPMorgan Chase & Co.307,508$9.74M0.0%+4.4%1.295%
2/11/2026 J.W. Cole Advisors Inc.10,956$347K0.0%+50.5%0.046%
2/10/2026 ShoreHaven Wealth Partners LLC36,403$1.15M0.4%+3.6%0.153%
2/10/2026 Beto Financial Group LLC18,622$603K0.4%N/A0.078%
2/10/2026 Madison Wealth Partners Inc8,254$261K0.0%+5.8%0.035%
2/10/2026 Northwestern Mutual Wealth Management Co.557,668$17.67M0.0%+102.4%2.349%
2/9/2026 Harbour Investments Inc.13,645$432K0.0%+784.3%0.057%
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2/6/2026 Vestmark Advisory Solutions Inc.527,823$16.72M0.2%+0.3%2.223%
2/6/2026 Prevail Innovative Wealth Advisors LLC102,684$3.25M0.6%N/A0.433%
2/6/2026 HighTower Advisors LLC105,575$3.35M0.0%+3.9%0.445%
2/6/2026 Envestnet Portfolio Solutions Inc.222,268$7.04M0.0%+16.6%0.936%
2/5/2026 Northwestern Mutual Wealth Management Co.98,375$3.12M0.0%-64.3%0.414%
2/5/2026 Granite Bay Wealth Management LLC312,422$9.90M2.4%+12.0%1.316%
2/4/2026 World Investment Advisors9,637$305K0.0%N/A0.041%
2/4/2026 Drive Wealth Management LLC64,461$2.06M0.4%N/A0.274%
2/4/2026 Flagship Private Wealth LLC34,209$1.08M0.4%N/A0.145%
2/3/2026 Diversify Wealth Management LLC81,773$2.62M0.1%N/A0.347%
2/3/2026 MGO One Seven LLC17,270$547K0.0%+173.0%0.073%
2/3/2026 Detalus Advisors LLC17,694$561K0.1%+7.2%0.075%
2/3/2026 Sequoia Financial Advisors LLC37,805$1.20M0.0%-18.4%0.160%
2/2/2026 Truist Financial Corp6,385$202K0.0%N/A0.027%
1/30/2026 Strategic Blueprint LLC11,038$350K0.0%N/A0.047%
1/29/2026 Sanctuary Advisors LLC115,535$3.66M0.0%+10.7%0.499%
1/28/2026 Confluence Wealth Services Inc.36,407$1.15M0.0%-4.0%0.157%
1/28/2026 PMG Family Office LLC18,237$582K0.7%-9.2%0.079%
1/28/2026Edge Financial Advisors LLC13,608$431K0.2%N/A0.059%
1/27/2026 Semus Wealth Partners LLC83,905$2.66M1.4%+7.0%0.363%
1/27/2026Security Financial Services INC.9,680$307K0.0%+7.8%0.042%
1/26/2026 Patriot Financial Group Insurance Agency LLC257,451$8.16M1.0%+42.3%1.115%
1/26/2026 Quadrant Private Wealth Management LLC23,737$757K0.1%+17.8%0.103%
1/26/2026 United Advisor Group LLC72,493$2.30M0.3%+5.3%0.314%
1/26/2026 Cornerstone Wealth Group LLC11,663$369K0.0%-5.3%0.050%
1/23/2026 Assetmark Inc.269,460$8.54M0.0%-1.4%1.174%
1/23/2026 U.S. Capital Wealth Advisors LLC260,770$8.26M0.2%+4.5%1.136%
1/23/2026 Clear Creek Financial Management LLC6,400$203K0.0%N/A0.028%
1/23/2026 Diversify Advisory Services LLC109,401$3.51M0.1%-4.0%0.476%
1/22/2026 Triad Wealth Partners LLC67,306$2.13M0.2%+31.8%0.293%
1/21/2026 Avantra Family Wealth Inc.12,857$407K0.3%+3.9%0.056%
1/20/2026 JB Capital LLC85,464$2.71M0.1%+10.5%0.386%
1/20/2026 Sovran Advisors LLC62,880$2.02M0.2%+152.9%0.284%
1/20/2026 Stratos Wealth Partners LTD.39,536$1.25M0.0%+86.0%0.179%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors62,936$1.99M0.1%+30.6%0.285%
1/20/2026 Sheets Smith Wealth Management41,642$1.32M0.1%-1.3%0.188%
1/16/2026 SigFig Wealth Management LLC12,252$388K0.0%+2.9%0.056%
1/15/2026 Wealth Quarterback LLC20,193$640K0.2%+14.9%0.092%
1/14/2026 Embree Financial Group11,122$352K0.0%+49.4%0.051%
1/14/2026 Spire Wealth Management2,837$90K0.0%+978.7%0.013%
1/13/2026 Kelly Financial Services LLC53,778$1.70M0.4%+16.6%0.246%
1/12/2026 National Wealth Management Group LLC7,533$239K0.1%+7.1%0.034%
1/12/2026 Willner & Heller LLC8,771$278K0.2%+12.3%0.040%
1/8/2026 Signet Financial Management LLC8,386$266K0.0%N/A0.039%
1/7/2026 Next Level Private LLC102,414$3.24M0.9%N/A0.477%
1/6/2026 Ehrlich Financial Group7,308$232K0.1%N/A0.034%
1/5/2026 Park Avenue Securities LLC74,656$2.37M0.0%-3.4%0.348%
1/1/2026 JPMorgan Chase & Co.294,622$9.35M0.0%+1.6%1.617%
12/22/2025 PMG Family Office LLC20,082$637K0.7%N/A0.110%
11/19/2025 Sunbelt Securities Inc.13,388$425K0.0%N/A0.073%
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11/17/2025 Susquehanna International Group LLP17,841$566K0.0%+50.2%0.098%
11/17/2025 Northwestern Mutual Wealth Management Co.275,578$8.75M0.0%+3,991.7%1.513%
11/17/2025 Integrated Wealth Concepts LLC23,561$748K0.0%-7.8%0.129%
11/17/2025 Ausdal Financial Partners Inc.6,820$216K0.0%N/A0.037%
11/17/2025 Bank of America Corp DE297,236$9.43M0.0%+71,009.1%1.631%
11/17/2025 Ameriprise Financial Inc.1,226,644$38.88M0.0%+11.5%6.732%
11/14/2025 Creative Planning13,130$417K0.0%-8.5%0.072%
11/14/2025 NorthRock Partners LLC10,836$344K0.0%N/A0.059%
11/13/2025 GeoWealth Management LLC9,710$308K0.0%N/A0.053%
11/13/2025 Tennessee Valley Asset Management Partners6,393$203K0.0%N/A0.035%


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), EWG Elevate Inc. ($742.40K), Ameriprise Financial Inc. ($609.54K), Northwestern Mutual Wealth Management Co. ($556.97K), and Cetera Investment Advisers ($509.57K).

Institutional investors have bought a total of 6,381,270 shares in the last 24 months. This purchase volume represents approximately $197.91M in transactions.

Of the 25 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), Jane Street Group LLC ($34.18K), U.S. Capital Wealth Advisors LLC ($28.30K), and Osaic Holdings Inc. ($13.06K).

Institutional investors have sold a total of 1,063,021 shares in the last 24 months. This volume of shares sold represents approximately $33.63M in transactions.



This page (BATS:BALI) was last updated on 5/26/2026 by MarketBeat.com Staff.
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