BALI icon

iShares U.S. Large Cap Premium Income Active ETF

82 hedge funds and large institutions have $293M 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, 52 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
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
BFG
26
Beacon Financial Group
Texas
$1.79M
SFA
27
Sequoia Financial Advisors
Ohio
$1.41M
SSWM
28
Sheets Smith Wealth Management
North Carolina
$1.31M
PCA
29
Prosperity Capital Advisors
Ohio
$1.24M
KFS
30
Kelly Financial Services
Massachusetts
$1.16M
CWS
31
Confluence Wealth Services
Pennsylvania
$1.14M
SWP
32
ShoreHaven Wealth Partners
New Jersey
$1.1M
TWP
33
Triad Wealth Partners
Kansas
$1.09M
IWC
34
Integrated Wealth Concepts
Massachusetts
$770K
I
35
INVST
Indiana
$722K
GIA
36
Gladstone Institutional Advisory
Florida
$670K
BCI
37
Brinker Capital Investments
Pennsylvania
$631K
SXL
38
Summit X LLC
Missouri
$535K
QPWM
39
Quadrant Private Wealth Management
Pennsylvania
$518K
AWS
40
Atria Wealth Solutions
New York
$509K
DA
41
Detalus Advisors
Missouri
$475K
Creative Planning
42
Creative Planning
Kansas
$432K
WQ
43
Wealth Quarterback
New Jersey
$416K
CWG
44
Cornerstone Wealth Group
North Carolina
$381K
Jane Street
45
Jane Street
New York
$370K
NA
46
NewEdge Advisors
Louisiana
$358K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$358K
SWM
48
SigFig Wealth Management
California
$351K
OIA
49
OneDigital Investment Advisors
Kansas
$327K
WH
50
Willner & Heller
California
$290K