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iShares U.S. Large Cap Premium Income Active ETF

127 hedge funds and large institutions have $485M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
NLP
26
Next Level Private
New York
$3.24M
JC
27
JB Capital
Connecticut
$2.71M
SWP
28
Semus Wealth Partners
Florida
$2.66M
DWM
29
Diversify Wealth Management
Utah
$2.62M
IFG
30
Independent Financial Group
California
$2.59M
CW
31
CreativeOne Wealth
Kansas
$2.41M
PAS
32
Park Avenue Securities
New York
$2.37M
UAG
33
United Advisor Group
Ohio
$2.3M
TWP
34
Triad Wealth Partners
Kansas
$2.13M
DWM
35
Drive Wealth Management
Utah
$2.06M
SA
36
Sovran Advisors
California
$2.02M
PCA
37
Prosperity Capital Advisors
Ohio
$1.99M
BFG
38
Beacon Financial Group
Texas
$1.93M
KFS
39
Kelly Financial Services
Massachusetts
$1.7M
BCI
40
Brinker Capital Investments
Pennsylvania
$1.49M
GAM
41
Gotham Asset Management
New York
$1.46M
SSWM
42
Sheets Smith Wealth Management
North Carolina
$1.32M
SWP
43
Stratos Wealth Partners
Ohio
$1.25M
SFA
44
Sequoia Financial Advisors
Ohio
$1.2M
CWS
45
Confluence Wealth Services
Pennsylvania
$1.15M
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.15M
PAG
47
Private Advisor Group
New Jersey
$1.12M
FPW
48
Flagship Private Wealth
Massachusetts
$1.08M
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$977K
OMC
50
Old Mission Capital
Illinois
$922K