BlackRock Advantage Large Cap Income ETFBALI
BALI
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
50% more capital invested
Capital invested by funds: $28.1M [Q2] → $42.1M (+$14M) [Q3]
42% more funds holding
Funds holding: 12 [Q2] → 17 (+5) [Q3]
0.37% more ownership
Funds ownership: 60.87% [Q2] → 61.23% (+0.37%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for BALI.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
BALI: Monthly Option Income With Market Growth
iShares Advantage Large Cap Income ETF offers enhanced income through dividend stocks and call options, growth potential via large cap stocks and S&P 500 futures. BlackRock is currently waiving the management fee on iShares BALI until March 31, 2025. The pro-business outlook under the new administration, including deregulation and potential Fed rate cuts, supports a bullish view for BALI's underlying stocks.
Positive
Seeking Alpha
1 week ago
BALI: Efficient Covered Call ETF But Untested History
iShares Advantage Large Cap Income ETF aims to offer a high dividend yield and lower volatility via an option writing strategy, making it attractive for income-focused investors. The fund's performance has been strong, with a 22% total return over the past year, but it's still unproven in a downturn. BALI's heavy tech sector allocation could be a vulnerability, and its option strategy caps upside potential, limiting gains in bull markets.
Positive
Seeking Alpha
2 months ago
Undercovered ETFs: Nuclear, Uranium, China, India +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.
Positive
Seeking Alpha
2 months ago
BALI: Great For Large-Cap Exposure Right Now
BALI offers exposure to large-cap stocks, while providing a high yield through a call-writing strategy. While this will correlate the market's performance, it can be beneficial to hold during moderate volatility such as right now. The ETF may serve defensive investors who don't feel comfortable being exposed to large-cap stocks today.
Neutral
ETF Trends
4 months ago
BlackRock Puts 2 Active ETFs on Sale
There are more than 3,000 ETFs for advisors and investors to consider including dozens that launched in September alone. It is hard for recent products to get on the radar and gather assets.
Neutral
ETF Trends
6 months ago
Magnificent Seven Covered Calls & Vanguard in Focus
In the first half of 2024, I published a lot of content on ETF Trends and VettaFi's other websites. Pieces included a focus on free cash flow ETFs, robotics, and the success of newer ETF entrants.
Positive
Market Watch
10 months ago
BlackRock launches U.S. equity ETFs with covered-call strategies as option-based funds surge
BlackRock is rolling out two new exchange-traded funds that use option strategies, a hot area of the ETF market in the U.S.
Positive
ETF Trends
1 year ago
BlackRock's Lineup Expansion and What's Ahead
The health of the $7 trillion U.S. ETF remains strong, with many advisors and investors pairing ETFs with other investments and new entrants joining the market. BlackRock remains the industry leader and has expanded its lineup with innovative strategies in 2023.
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