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iShares U.S. Large Cap Premium Income Active ETF

101 hedge funds and large institutions have $342M 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, 47 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
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
Creative Planning
51
Creative Planning
Kansas
$417K
OBWG
52
Onyx Bridge Wealth Group
New York
$413K
AFW
53
Avantra Family Wealth
Pennsylvania
$393K
CWG
54
Cornerstone Wealth Group
North Carolina
$391K
SWM
55
SigFig Wealth Management
California
$377K
NA
56
NewEdge Advisors
Louisiana
$373K
OIA
57
OneDigital Investment Advisors
Kansas
$352K
NP
58
NorthRock Partners
Minnesota
$344K
GM
59
GeoWealth Management
Illinois
$308K
SIM
60
Synergy Investment Management
Florida
$306K
SFS
61
Security Financial Services
Indiana
$285K
SCA
62
Snowden Capital Advisors
New York
$271K
FFA
63
Founders Financial Alliance
North Carolina
$253K
WH
64
Willner & Heller
California
$248K
MWP
65
Madison Wealth Partners
Wisconsin
$248K
LA
66
LexAurum Advisors
Kansas
$243K
EFG
67
Embree Financial Group
Illinois
$236K
JWCA
68
J.W. Cole Advisors
Florida
$231K
NWMG
69
National Wealth Management Group
Ohio
$223K
IA
70
IFG Advisory
Georgia
$219K
AFP
71
Ausdal Financial Partners
Iowa
$216K
WWG
72
West Wealth Group
California
$211K
TVAMP
73
Tennessee Valley Asset Management Partners
Tennessee
$203K
MOS
74
MGO One Seven
Ohio
$201K
IWA
75
Icon Wealth Advisors
Texas
$187K