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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
MWP
51
Madison Wealth Partners
Wisconsin
$235K
EFG
52
Embree Financial Group
Illinois
$213K
WWG
53
West Wealth Group
California
$209K
PAG
54
Private Advisor Group
New Jersey
$205K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$203K
HFA
56
High Falls Advisors
New York
$201K
IWA
57
Icon Wealth Advisors
Texas
$192K
Comerica Bank
58
Comerica Bank
Texas
$121K
LFA
59
LGT Financial Advisors
Texas
$101K
AWM
60
AE Wealth Management
Kansas
$91.1K
FFO
61
Fortitude Family Office
Arizona
$80.4K
GRP
62
Global Retirement Partners
California
$63.8K
JFGIW
63
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.2K
FHA
64
First Horizon Advisors
Tennessee
$36.6K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$31K
MYIA
66
Mount Yale Investment Advisors
Colorado
$30.1K
IA
67
IFP Advisors
Florida
$25.3K
GSWM
68
Golden State Wealth Management
California
$13.2K
Bank of America
69
Bank of America
North Carolina
$12.6K
SPIA
70
Steward Partners Investment Advisory
New York
$12.3K
RF
71
Rossby Financial
Florida
$9.09K
ACA
72
Aptus Capital Advisors
Alabama
$7.53K
SWM
73
Spire Wealth Management
Virginia
$7.11K
MCM
74
MAI Capital Management
Ohio
$6.38K
EB
75
Eastern Bank
Massachusetts
$4.76K