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iShares U.S. Large Cap Premium Income Active ETF

142 hedge funds and large institutions have $636M invested in iShares U.S. Large Cap Premium Income Active ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $485M → $636M (+$150M)

12% more funds holding

Funds holding: 127142 (+15)

2.91% more ownership

Funds ownership: 72.12%75.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
81
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NLP
26
Next Level Private
New York
$4.54M +$1.43M +45,046 +44%
SA
27
Sanctuary Advisors
Indiana
$3.79M +$233K +7,329 +6%
UBS AM
28
UBS AM
Illinois
$3.25M +$3.35M +105,446 New
HighTower Advisors
29
HighTower Advisors
Illinois
$3.16M -$93.6K -2,944 -3%
JC
30
JB Capital
Connecticut
$3.08M +$463K +14,568 +17%
IFG
31
Independent Financial Group
California
$2.96M +$456K +14,344 +18%
UAG
32
United Advisor Group
Ohio
$2.92M +$709K +22,318 +31%
SA
33
Sovran Advisors
California
$2.9M +$794K +24,994 +40%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.83M +$1.94M +60,967 +198%
TWP
35
Triad Wealth Partners
Kansas
$2.69M +$640K +20,128 +30%
SWP
36
Semus Wealth Partners
Florida
$2.66M +$72.7K +2,289 +3%
PAS
37
Park Avenue Securities
New York
$2.57M +$275K +8,656 +12%
CW
38
CreativeOne Wealth
Kansas
$2.45M +$113K +3,569 +5%
DWM
39
Drive Wealth Management
Utah
$2.39M +$422K +13,270 +21%
PCA
40
Prosperity Capital Advisors
Ohio
$2.2M +$264K +8,311 +13%
FFA
41
Founders Financial Alliance
North Carolina
$2M +$1.7M +53,449 +465%
BFG
42
Beacon Financial Group
Texas
$1.89M +$13.6K +429 +0.7%
KFS
43
Kelly Financial Services
Massachusetts
$1.81M +$149K +4,698 +9%
FPW
44
Flagship Private Wealth
Massachusetts
$1.8M +$770K +24,235 +71%
FHC
45
First Horizon Corporation
Tennessee
$1.68M +$1.73M +54,555 New
CWS
46
Confluence Wealth Services
Pennsylvania
$1.68M +$575K +18,081 +50%
SWP
47
Stratos Wealth Partners
Ohio
$1.59M +$378K +11,909 +30%
BFG
48
Beto Financial Group
Idaho
$1.51M +$839K +26,394 +142%
Cerity Partners
49
Cerity Partners
New York
$1.44M +$1.48M +46,676 New
GAM
50
Gotham Asset Management
New York
$1.42M