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iShares U.S. Large Cap Premium Income Active ETF

98 hedge funds and large institutions have $338M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
26
United Advisor Group
Ohio
$2.18M
EH
27
Equitable Holdings
New York
$1.95M
BFG
28
Beacon Financial Group
Texas
$1.88M
TWP
29
Triad Wealth Partners
Kansas
$1.62M
PCA
30
Prosperity Capital Advisors
Ohio
$1.53M
SFA
31
Sequoia Financial Advisors
Ohio
$1.47M
KFS
32
Kelly Financial Services
Massachusetts
$1.46M
SSWM
33
Sheets Smith Wealth Management
North Carolina
$1.34M
CWS
34
Confluence Wealth Services
Pennsylvania
$1.2M
SWP
35
ShoreHaven Wealth Partners
New Jersey
$1.12M
BCI
36
Brinker Capital Investments
Pennsylvania
$1.11M
Jane Street
37
Jane Street
New York
$931K
BlackRock
38
BlackRock
New York
$807K
SA
39
Sovran Advisors
California
$792K
IWC
40
Integrated Wealth Concepts
Massachusetts
$748K
GIA
41
Gladstone Institutional Advisory
Florida
$715K
SWP
42
Stratos Wealth Partners
Ohio
$675K
QPWM
43
Quadrant Private Wealth Management
Pennsylvania
$640K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$566K
WQ
45
Wealth Quarterback
New Jersey
$558K
DA
46
Detalus Advisors
Missouri
$524K
PAG
47
Private Advisor Group
New Jersey
$460K
SS
48
Sunbelt Securities
Texas
$425K
Creative Planning
49
Creative Planning
Kansas
$417K
OBWG
50
Onyx Bridge Wealth Group
New York
$413K