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iShares U.S. Large Cap Premium Income Active ETF

102 hedge funds and large institutions have $343M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
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
SS
51
Sunbelt Securities
Texas
$425K
Creative Planning
52
Creative Planning
Kansas
$417K
OBWG
53
Onyx Bridge Wealth Group
New York
$413K
AFW
54
Avantra Family Wealth
Pennsylvania
$393K
CWG
55
Cornerstone Wealth Group
North Carolina
$391K
SWM
56
SigFig Wealth Management
California
$377K
NA
57
NewEdge Advisors
Louisiana
$373K
OIA
58
OneDigital Investment Advisors
Kansas
$352K
NP
59
NorthRock Partners
Minnesota
$344K
GM
60
GeoWealth Management
Illinois
$308K
SIM
61
Synergy Investment Management
Florida
$306K
SFS
62
Security Financial Services
Indiana
$285K
SCA
63
Snowden Capital Advisors
New York
$271K
FFA
64
Founders Financial Alliance
North Carolina
$253K
WH
65
Willner & Heller
California
$248K
MWP
66
Madison Wealth Partners
Wisconsin
$248K
LA
67
LexAurum Advisors
Kansas
$243K
EFG
68
Embree Financial Group
Illinois
$236K
JWCA
69
J.W. Cole Advisors
Florida
$231K
NWMG
70
National Wealth Management Group
Ohio
$223K
IA
71
IFG Advisory
Georgia
$219K
AFP
72
Ausdal Financial Partners
Iowa
$216K
WWG
73
West Wealth Group
California
$211K
TVAMP
74
Tennessee Valley Asset Management Partners
Tennessee
$203K
MOS
75
MGO One Seven
Ohio
$201K