The iShares U.S. Large Cap Premium Income Active ETF (BALI) is an actively managed ETF that seeks to deliver consistent income with participation in potential U.S. equity market upside.
Performance data quoted represents past performance and is not a guarantee of future results. Investment returns and principal may fluctuate so that an investor's shares, when redeemed, worth more or less than their original cost. All returns assume reinvestment of dividends of capital gains. Current performance may be lower or higher than that shown. For a prospectus, fees, the SEC 30-day yield, standardized performance and most recent month end performance of the fund, please click "Explore BALI" above.
Why Choose BALI?
01.
Seek enhanced monthly income
BALI seeks consistent monthly income by investing in large cap stocks and implementing a systematic call option strategy.
02.
Stock market upside potential
The fund seeks to capture a portion of the upside of US stocks when the market rises.
03.
Active core holding
Designed to be a foundation for portfolios, investing in large-cap stocks through a data-driven, systematic approach.
Outcome ETFs: Easy access to options strategies
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iShares ETFs are available to purchase through a brokerage account or with a financial advisor.
Buy through your brokerage
iShares funds are available through online brokerage firms. All iShares ETFs and ETPs trade commission free online through Fidelity.
By clicking on the button below, you will leave BlackRock’s website.
Buy now on Fidelity Contact your advisor
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Email your advisor Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.
Any links to third-party websites are provided for use at your own discretion. Each third party is solely responsible for the content presented and availability of its website. BlackRock does not control, monitor or maintain third-party websites, their content or the products/services they offer. Content may change without notice. When you leave BlackRock’s website and enter a third-party website, you will be subject to that site’s terms, policies and/or notices, including those related to privacy and security, as applicable. Please review those policies and notices on the third-party website.
Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice.
The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).
©2024 BlackRock, Inc or its affiliates. All Rights Reserved. BLACKROCK, iSHARES, iBONDS, LIFEPATH, ALADDIN and the iShares Core Graphic are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
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Frequently asked questions
The iShares U.S. Large Cap Premium Income Active ETF (BALI) combines active stock selection with an options strategy to seek consistent income and long-term growth potential. The fund uses data-driven insights to identify large-cap U.S. companies with strong fundamentals and attractive characteristics. To help enhance monthly income, BALI sells call options on some of its holdings, collecting premiums that add to the income generated by large-cap equities.
BALI is managed by the BlackRock Systematic team, led by Raffaele Savi. BlackRock is the world's-largest ETF provider1, and the Systematic team has 40 years of experience leveraging data-driven insights, scientific testing of investment ideas, and advanced computer modelling techniques to construct portfolios.
Yes. BALI provides investors access to monthly income via two potential sources: equity dividends and the sale of call options.
BALI holds a diversified portfolio of approximately 180 large-cap stocks as well as S&P 500 E-Mini futures and options contracts on the S&P 500 Index.
Holdings subject to change. For the most recent holdings please visit BALI product page.
BALI is designed to be a core holding, seeking consistent income along with upside participation in U.S. equity markets.
As with all iShares ETFs, you can buy BALI through any brokerage platform — often free of transaction costs — or via a financial advisor.
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Ready to invest?
iShares ETFs are available to purchase through a brokerage account or with a financial advisor.
Contact your advisor
Contact a financial professional to discuss how iShares ETFs can fit in your investment portfolio.
Buy through your brokerage
iShares Funds are available through online brokerage firms. All iShares ETFs trade commission free online through Fidelity.
By clicking on the button below, you will leave iShares.com
Carefully consider the Funds' investment objectives, risk factors, and charges and
expenses before investing. This and other information can be found in the Funds' prospectuses or, if
available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock
Fund prospectus pages. Read the prospectus carefully before investing. Investing involves risk,
including possible loss of principal.
Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the
firm as well as the services provided. Free commission offer applies to online purchases of select
iShares ETFs in a Fidelity account. The sale of ETFs is subject to an activity assessment fee (from
$0.01 to $0.03 per $1,000 of principal). For iShares ETFs, Fidelity receives compensation from the ETF
sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes
promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services
platforms and investment programs. Please note, this security will not be marginable for 30 days from
the settlement date, at which time it will automatically become eligible for margin collateral.
Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s
prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice.
The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).
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