iShares Advantage Large Cap Income ETF $BALI Shares Purchased by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC increased its position in shares of iShares Advantage Large Cap Income ETF (BATS:BALI) by 42.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 257,451 shares of the company’s stock after purchasing an additional 76,592 shares during the quarter. iShares Advantage Large Cap Income ETF accounts for approximately 1.0% of Patriot Financial Group Insurance Agency LLC’s investment portfolio, making the stock its 13th largest holding. Patriot Financial Group Insurance Agency LLC owned 1.11% of iShares Advantage Large Cap Income ETF worth $8,156,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Spire Wealth Management lifted its holdings in shares of iShares Advantage Large Cap Income ETF by 978.7% during the fourth quarter. Spire Wealth Management now owns 2,837 shares of the company’s stock worth $90,000 after purchasing an additional 2,574 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of iShares Advantage Large Cap Income ETF by 6.4% during the first quarter. NewEdge Advisors LLC now owns 6,533 shares of the company’s stock worth $188,000 after purchasing an additional 394 shares during the period. MGO One Seven LLC acquired a new stake in shares of iShares Advantage Large Cap Income ETF during the third quarter worth about $201,000. High Falls Advisors Inc acquired a new stake in shares of iShares Advantage Large Cap Income ETF during the second quarter worth about $201,000. Finally, Tennessee Valley Asset Management Partners acquired a new stake in shares of iShares Advantage Large Cap Income ETF during the third quarter worth about $203,000.

iShares Advantage Large Cap Income ETF Stock Up 1.5%

iShares Advantage Large Cap Income ETF stock opened at $32.86 on Friday. iShares Advantage Large Cap Income ETF has a 52 week low of $26.01 and a 52 week high of $32.86. The company has a market capitalization of $35.49 million, a price-to-earnings ratio of 23.77 and a beta of 0.85. The stock has a 50-day moving average price of $31.58 and a 200 day moving average price of $31.69.

iShares Advantage Large Cap Income ETF Profile

The BlackRock Advantage Large Cap Income ETF (BALI) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that holds a portfolio of US large-cap equity securities. The fund seeks to achieve its investment objective by utilizing proprietary return forecast models combined with quantitative analysis methods BALI was launched on Sep 26, 2023 and is issued by BlackRock.