As of the latest SEC filings, ISHARES U.S. LARGE CAP PREMIUM (BALI) is held by 1 institutional funds. The largest fund shareholder is GuidePath Multi-Asset Income Allocation Fund (GPMIX), holding an estimated $870,382.50 in market value, representing 0.80% of its portfolio.
Funds holding ISHARES U.S. LARGE CAP PREMIUM (BALI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BALI
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
GPMIX
GuidePath Multi-Asset Income Allocation Fund
|
MF | Independent / Boutique | 0.80% | $870,382.50 | 28,250 | Mar 31, 2026 | May 29, 2026 |
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