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iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

iShares Advantage Large Cap Income ETF logo
$34.72 -0.15 (-0.43%)
As of 09:58 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Advantage Large Cap Income ETF (BATS:BALI)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$125.47M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$31.78M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC5,025$173K0.0%+14.4%0.465%
8/21/2026Continuum Advisory LLC4,481$152K0.0%N/A0.415%
5/19/2026Arkadios Wealth Advisors30,794$949K0.0%+45.1%2.851%
5/18/2026Sunbelt Securities Inc.20,846$642K0.0%+25.8%1.930%
4/30/2026Beacon Financial Group61,281$1.89M0.2%+0.7%5.674%
4/30/2026First Horizon Corp54,555$1.68M0.1%N/A5.051%
4/22/2026Janney Montgomery Scott LLC10,451$322K0.0%+28.0%0.968%
3/4/2026SHP Wealth Management3,909$124K0.0%N/A0.016%
2/27/2026Southern Capital Services Inc. ADV230,738$7.31M4.6%N/A0.972%
2/20/2026Sunbelt Securities Inc.16,568$525K0.0%+23.8%0.070%
2/18/2026Onyx Bridge Wealth Group LLC11,846$375K0.0%-8.9%0.050%
2/18/2026OLD Mission Capital LLC29,088$922K0.0%N/A0.123%
2/18/2026Gotham Asset Management LLC46,143$1.46M0.0%N/A0.194%
2/17/2026Integrated Advisors Network LLC15,771$500K0.0%-82.8%0.066%
2/17/2026Cetera Investment Advisers586,133$18.57M0.0%+11.3%2.469%
2/17/2026Hilltop Holdings Inc.6,834$216K0.0%N/A0.029%
2/17/2026Equitable Holdings Inc.134,419$4.26M0.0%+118.6%0.566%
2/17/2026GeoWealth Management LLC12,124$384K0.0%+24.9%0.051%
2/17/2026Osaic Holdings Inc.383,702$12.16M0.0%-3.3%1.616%
2/17/2026Harborfront Financial Group LLC6,491$206K1.5%N/A0.027%
2/16/2026MML Investors Services LLC152,055$4.82M0.0%+18.2%0.641%
2/16/2026Arax Advisory Partners18,035$571K0.0%N/A0.076%
2/13/2026Kestra Advisory Services LLC3,008$95K0.0%N/A0.013%
2/13/2026CreativeOne Wealth LLC76,048$2.41M0.1%-0.8%0.320%
2/13/2026Transamerica Financial Advisors LLC4,394$140K0.0%+220.3%0.019%
2/13/2026Arkadios Wealth Advisors21,221$672K0.0%N/A0.089%
2/13/2026OpenArc Corporate Advisory LLC7,323$232K0.0%N/A0.031%
2/13/2026Wells Fargo & Company MN276,487$8.76M0.0%+27,648,600.0%1.165%
2/12/2026Jane Street Group LLC7,720$245K0.0%-73.7%0.033%
2/12/2026Orion Porfolio Solutions LLC47,020$1.49M0.0%+34.6%0.198%
2/12/2026Commonwealth Equity Services LLC290,395$9.20M0.0%+1.4%1.223%
2/12/2026Steward Partners Investment Advisory LLC10,791$342K0.0%+2,220.6%0.045%
2/12/2026Founders Financial Alliance LLC11,500$364K0.1%+44.0%0.048%
2/11/2026Janney Montgomery Scott LLC8,162$259K0.0%N/A0.034%
2/11/2026LPL Financial LLC1,680,474$53.24M0.0%+32.6%7.079%
2/11/2026JPMorgan Chase & Co.307,508$9.74M0.0%+4.4%1.295%
2/11/2026J.W. Cole Advisors Inc.10,956$347K0.0%+50.5%0.046%
2/10/2026ShoreHaven Wealth Partners LLC36,403$1.15M0.4%+3.6%0.153%
2/10/2026Beto Financial Group LLC18,622$603K0.4%N/A0.078%
2/10/2026Madison Wealth Partners Inc8,254$261K0.0%+5.8%0.035%
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2/10/2026Northwestern Mutual Wealth Management Co.557,668$17.67M0.0%+102.4%2.349%
2/9/2026Harbour Investments Inc.13,645$432K0.0%+784.3%0.057%
2/6/2026Vestmark Advisory Solutions Inc.527,823$16.72M0.2%+0.3%2.223%
2/6/2026Prevail Innovative Wealth Advisors LLC102,684$3.25M0.6%N/A0.433%
2/6/2026HighTower Advisors LLC105,575$3.35M0.0%+3.9%0.445%
2/6/2026Envestnet Portfolio Solutions Inc.222,268$7.04M0.0%+16.6%0.936%
2/5/2026Northwestern Mutual Wealth Management Co.98,375$3.12M0.0%-64.3%0.414%
2/5/2026Granite Bay Wealth Management LLC312,422$9.90M2.4%+12.0%1.316%
2/4/2026World Investment Advisors9,637$305K0.0%N/A0.041%
2/4/2026Drive Wealth Management LLC64,461$2.06M0.4%N/A0.274%
2/4/2026Flagship Private Wealth LLC34,209$1.08M0.4%N/A0.145%
2/3/2026Diversify Wealth Management LLC81,773$2.62M0.1%N/A0.347%
2/3/2026MGO One Seven LLC17,270$547K0.0%+173.0%0.073%
2/3/2026Detalus Advisors LLC17,694$561K0.1%+7.2%0.075%
2/3/2026Sequoia Financial Advisors LLC37,805$1.20M0.0%-18.4%0.160%
2/2/2026Truist Financial Corp6,385$202K0.0%N/A0.027%
1/30/2026Strategic Blueprint LLC11,038$350K0.0%N/A0.047%
1/29/2026Sanctuary Advisors LLC115,535$3.66M0.0%+10.7%0.499%
1/28/2026Confluence Wealth Services Inc.36,407$1.15M0.0%-4.0%0.157%
1/28/2026PMG Family Office LLC18,237$582K0.7%-9.2%0.079%
1/28/2026Edge Financial Advisors LLC13,608$431K0.2%N/A0.059%
1/27/2026Semus 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%
1/26/2026Patriot Financial Group Insurance Agency LLC257,451$8.16M1.0%+42.3%1.115%
1/26/2026Quadrant Private Wealth Management LLC23,737$757K0.1%+17.8%0.103%
1/26/2026United Advisor Group LLC72,493$2.30M0.3%+5.3%0.314%
1/26/2026Cornerstone Wealth Group LLC11,663$369K0.0%-5.3%0.050%
1/23/2026Assetmark Inc.269,460$8.54M0.0%-1.4%1.174%
1/23/2026U.S. Capital Wealth Advisors LLC260,770$8.26M0.2%+4.5%1.136%
1/23/2026Clear Creek Financial Management LLC6,400$203K0.0%N/A0.028%
1/23/2026Diversify Advisory Services LLC109,401$3.51M0.1%-4.0%0.476%
1/22/2026Triad Wealth Partners LLC67,306$2.13M0.2%+31.8%0.293%
1/21/2026Avantra Family Wealth Inc.12,857$407K0.3%+3.9%0.056%
1/20/2026JB Capital LLC85,464$2.71M0.1%+10.5%0.386%
1/20/2026Sovran Advisors LLC62,880$2.02M0.2%+152.9%0.284%
1/20/2026Stratos Wealth Partners LTD.39,536$1.25M0.0%+86.0%0.179%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors62,936$1.99M0.1%+30.6%0.285%
1/20/2026Sheets Smith Wealth Management41,642$1.32M0.1%-1.3%0.188%
1/16/2026SigFig Wealth Management LLC12,252$388K0.0%+2.9%0.056%
1/15/2026Wealth Quarterback LLC20,193$640K0.2%+14.9%0.092%
1/14/2026Embree Financial Group11,122$352K0.0%+49.4%0.051%
1/14/2026Spire Wealth Management2,837$90K0.0%+978.7%0.013%
1/13/2026Kelly Financial Services LLC53,778$1.70M0.4%+16.6%0.246%
1/12/2026National Wealth Management Group LLC7,533$239K0.1%+7.1%0.034%
1/12/2026Willner & Heller LLC8,771$278K0.2%+12.3%0.040%
1/8/2026Signet Financial Management LLC8,386$266K0.0%N/A0.039%
1/7/2026Next Level Private LLC102,414$3.24M0.9%N/A0.477%
1/6/2026Ehrlich Financial Group7,308$232K0.1%N/A0.034%
1/5/2026Park Avenue Securities LLC74,656$2.37M0.0%-3.4%0.348%
1/1/2026JPMorgan Chase & Co.294,622$9.35M0.0%+1.6%1.617%
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12/22/2025PMG Family Office LLC20,082$637K0.7%N/A0.110%
11/19/2025Sunbelt Securities Inc.13,388$425K0.0%N/A0.073%
11/17/2025Susquehanna International Group LLP17,841$566K0.0%+50.2%0.098%
11/17/2025Northwestern Mutual Wealth Management Co.275,578$8.75M0.0%+3,991.7%1.513%
11/17/2025Integrated Wealth Concepts LLC23,561$748K0.0%-7.8%0.129%
11/17/2025Ausdal Financial Partners Inc.6,820$216K0.0%N/A0.037%
11/17/2025Bank of America Corp DE297,236$9.43M0.0%+71,009.1%1.631%
11/17/2025Ameriprise Financial Inc.1,226,644$38.88M0.0%+11.5%6.732%
11/14/2025Creative Planning13,130$417K0.0%-8.5%0.072%
11/14/2025NorthRock Partners LLC10,836$344K0.0%N/A0.059%


BALI Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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 117 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 3,962,595 shares in the last 24 months. This purchase volume represents approximately $125.47M in transactions.

Of the 21 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 ($21.63K), Osaic Holdings Inc. ($13.06K), and Sequoia Financial Advisors LLC ($9.13K).

Institutional investors have sold a total of 1,002,957 shares in the last 24 months. This volume of shares sold represents approximately $31.78M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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