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iShares U.S. Large Cap Premium Income Active ETF

80 hedge funds and large institutions have $285M 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, 50 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
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
KFS
28
Kelly Financial Services
Massachusetts
$1.16M
CWS
29
Confluence Wealth Services
Pennsylvania
$1.14M
SWP
30
ShoreHaven Wealth Partners
New Jersey
$1.1M
TWP
31
Triad Wealth Partners
Kansas
$1.09M
IWC
32
Integrated Wealth Concepts
Massachusetts
$770K
I
33
INVST
Indiana
$722K
GIA
34
Gladstone Institutional Advisory
Florida
$670K
BCI
35
Brinker Capital Investments
Pennsylvania
$631K
SXL
36
Summit X LLC
Missouri
$535K
QPWM
37
Quadrant Private Wealth Management
Pennsylvania
$518K
AWS
38
Atria Wealth Solutions
New York
$509K
DA
39
Detalus Advisors
Missouri
$475K
Creative Planning
40
Creative Planning
Kansas
$432K
WQ
41
Wealth Quarterback
New Jersey
$416K
CWG
42
Cornerstone Wealth Group
North Carolina
$381K
Jane Street
43
Jane Street
New York
$370K
NA
44
NewEdge Advisors
Louisiana
$358K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$358K
SWM
46
SigFig Wealth Management
California
$351K
OIA
47
OneDigital Investment Advisors
Kansas
$327K
WH
48
Willner & Heller
California
$290K
OBWG
49
Onyx Bridge Wealth Group
New York
$260K
SCA
50
Snowden Capital Advisors
New York
$242K