Joel Greenblatt's BALI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 46,143 shares of iShares U.S. Large Cap Premium Income Active ETF (BALI) worth $1.46 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in BALI, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Large Cap Premium Income Active ETF (BALI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Large Cap Premium Income Active ETF (BALI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +46,143 | New Buy | 46,143 | $31.68 |
Joel Greenblatt's iShares US Large Cap Premium Income Active ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q4 2025, acquiring 46,143 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares U.S. Large Cap Premium Income Active ETF (BALI) for 1 quarters since Q4 2025.
Joel Greenblatt's largest addition to iShares U.S. Large Cap Premium Income Active ETF (BALI) was in Q4 2025, adding 46,143 shares worth $1.46 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 46,143 shares of iShares U.S. Large Cap Premium Income Active ETF (BALI), valued at approximately $1.46 M.
As of the Q4 2025 filing, iShares U.S. Large Cap Premium Income Active ETF (BALI) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares U.S. Large Cap Premium Income Active ETF (BALI) was 46,143 shares, as reported at the end of Q4 2025.