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iShares U.S. Large Cap Premium Income Active ETF

81 hedge funds and large institutions have $290M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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
SFA
26
Sequoia Financial Advisors
Ohio
$1.41M
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.31M
PCA
28
Prosperity Capital Advisors
Ohio
$1.24M
KFS
29
Kelly Financial Services
Massachusetts
$1.16M
CWS
30
Confluence Wealth Services
Pennsylvania
$1.14M
SWP
31
ShoreHaven Wealth Partners
New Jersey
$1.1M
TWP
32
Triad Wealth Partners
Kansas
$1.09M
IWC
33
Integrated Wealth Concepts
Massachusetts
$770K
I
34
INVST
Indiana
$722K
GIA
35
Gladstone Institutional Advisory
Florida
$670K
BCI
36
Brinker Capital Investments
Pennsylvania
$631K
SXL
37
Summit X LLC
Missouri
$535K
QPWM
38
Quadrant Private Wealth Management
Pennsylvania
$518K
AWS
39
Atria Wealth Solutions
New York
$509K
DA
40
Detalus Advisors
Missouri
$475K
Creative Planning
41
Creative Planning
Kansas
$432K
WQ
42
Wealth Quarterback
New Jersey
$416K
CWG
43
Cornerstone Wealth Group
North Carolina
$381K
Jane Street
44
Jane Street
New York
$370K
NA
45
NewEdge Advisors
Louisiana
$358K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$358K
SWM
47
SigFig Wealth Management
California
$351K
OIA
48
OneDigital Investment Advisors
Kansas
$327K
WH
49
Willner & Heller
California
$290K
OBWG
50
Onyx Bridge Wealth Group
New York
$260K