Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free BALI Stock Alerts

iShares Advantage Large Cap Income ETF (BALI) Institutional Ownership

iShares Advantage Large Cap Income ETF logo
$32.99 +0.24 (+0.73%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$213.99M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$33.99M
Get BALI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Advantage Large Cap Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BALI Institutional Buying and Selling by Quarter

iShares Advantage Large Cap Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/4/2026SHP Wealth Management3,909$124K0.0%N/A0.016%
2/27/2026 Southern Capital Services Inc. ADV230,738$7.31M4.6%N/A0.972%
2/20/2026Sunbelt 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%
2/18/2026OLD Mission Capital LLC29,088$922K0.0%N/A0.123%
2/18/2026Gotham Asset Management LLC46,143$1.46M0.0%N/A0.194%
2/17/2026 Integrated 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%
2/16/2026 MML Investors Services LLC152,055$4.82M0.0%+18.2%0.641%
2/16/2026Arax Advisory Partners18,035$571K0.0%N/A0.076%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 J.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%
2/10/2026 Madison Wealth Partners Inc8,254$261K0.0%+5.8%0.035%
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%
2/6/2026 Prevail Innovative Wealth Advisors LLC102,684$3.25M0.6%N/A0.433%
2/6/2026HighTower Advisors LLC105,575$3.35M0.0%+3.9%0.445%
2/6/2026 Envestnet 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%
2/5/2026 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%
2/3/2026MGO 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%
1/29/2026Sanctuary 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%
1/28/2026 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%
1/26/2026Quadrant 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%
1/23/2026Assetmark 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%
1/12/2026National Wealth Management Group LLC7,533$239K0.1%+7.1%0.034%
1/12/2026 Willner & Heller LLC8,771$278K0.2%+12.3%0.040%
1/8/2026Signet 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%
1/1/2026JPMorgan Chase & Co.294,622$9.35M0.0%+1.6%1.617%
12/22/2025 PMG Family Office LLC20,082$637K0.7%N/A0.110%
11/19/2025Sunbelt 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%
11/13/2025GeoWealth Management LLC9,710$308K0.0%N/A0.053%
11/13/2025 Tennessee Valley Asset Management Partners6,393$203K0.0%N/A0.035%
11/13/2025 Private Advisor Group LLC14,485$460K0.0%+112.3%0.080%
11/13/2025 Diversify Advisory Services LLC113,933$3.63M0.1%N/A0.625%


BALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BALI shares?

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.

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

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).

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

Institutional investors have bought a total of 6,944,075 shares in the last 24 months. This purchase volume represents approximately $213.99M in transactions.

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

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 Assetmark Inc. ($13.23K).

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

Institutional investors have sold a total of 1,075,575 shares in the last 24 months. This volume of shares sold represents approximately $33.99M in transactions.


Related Companies

This page (BATS:BALI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel