BALI ETF Analysis: Blackrock Advantage Large | BATS
Derivative Income | BATS, USA | Market Cap: 1.419m USD | 12M Return: 18.3% | US09290C8635 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 7.74M
Warnings
No concerns identified
Tailwinds
Seasonality 3 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The BlackRock Advantage Large Cap Income ETF (BALI) is a derivative income ETF that invests at least 80% of its net assets in a combination of large cap U.S. equity securities and options that generate premium income. The fund operates as a non-diversified ETF, launched in September 2023.
As a derivative income strategy, BALI typically employs options-based techniques such as covered calls on large-cap U.S. stocks to generate yield, trading equity upside potential for income distributions. The non-diversified structure allows the fund to concentrate holdings in fewer issuers compared to diversified funds, which can amplify both returns and risk relative to broader U.S. large-cap benchmarks.
- Options premium income rises with market volatility
- Covered call overlay caps upside in bull markets
- AUM inflows accelerate as investors seek yield
As of October 05, 2026, the stock is trading at USD 34.53 with a total of 233,270 shares traded. Over the past week, the price has changed by +0.14%, over one month by +0.63%, over three months by +4.39% and over the past year by +18.34%.
Current recommended Stop Loss: 33.70 (which is 2.4% or 2.9 ATR below the current price).
Blackrock Advantage Large has no consensus analysts rating.