BALI icon

iShares U.S. Large Cap Premium Income Active ETF

98 hedge funds and large institutions have $338M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
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
AFW
51
Avantra Family Wealth
Pennsylvania
$393K
CWG
52
Cornerstone Wealth Group
North Carolina
$391K
SWM
53
SigFig Wealth Management
California
$377K
NA
54
NewEdge Advisors
Louisiana
$373K
OIA
55
OneDigital Investment Advisors
Kansas
$352K
NP
56
NorthRock Partners
Minnesota
$344K
GM
57
GeoWealth Management
Illinois
$308K
SIM
58
Synergy Investment Management
Florida
$306K
SFS
59
Security Financial Services
Indiana
$285K
SCA
60
Snowden Capital Advisors
New York
$271K
FFA
61
Founders Financial Alliance
North Carolina
$253K
WH
62
Willner & Heller
California
$248K
MWP
63
Madison Wealth Partners
Wisconsin
$248K
LA
64
LexAurum Advisors
Kansas
$243K
EFG
65
Embree Financial Group
Illinois
$236K
JWCA
66
J.W. Cole Advisors
Florida
$231K
NWMG
67
National Wealth Management Group
Ohio
$223K
IA
68
IFG Advisory
Georgia
$219K
AFP
69
Ausdal Financial Partners
Iowa
$216K
WWG
70
West Wealth Group
California
$211K
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
$203K
MOS
72
MGO One Seven
Ohio
$201K
IWA
73
Icon Wealth Advisors
Texas
$187K
Comerica Bank
74
Comerica Bank
Texas
$128K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$121K