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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
PAG
51
Private Advisor Group
New Jersey
$1.39M +$309K +9,725 +28%
SFA
52
Sequoia Financial Advisors
Ohio
$1.26M +$101K +3,191 +8%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$1.23M -$57K -1,795 -4%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.17M -$291K -9,169 -20%
SWP
55
ShoreHaven Wealth Partners
New Jersey
$1.11M -$9.19K -289 -0.8%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.02M +$298K +9,371 +39%
AWA
57
Arkadios Wealth Advisors
Georgia
$949K +$304K +9,573 +45%
I
58
INVST
Indiana
$875K +$14.9K +469 +2%
BlackRock
59
BlackRock
New York
$863K +$5.5K +173 +0.6%
SCA
60
Snowden Capital Advisors
New York
$855K +$37.4K +1,178 +4%
CIA
61
Concurrent Investment Advisors
Florida
$826K +$852K +26,796 New
GIA
62
Gladstone Institutional Advisory
Florida
$799K +$22.5K +707 +3%
QPWM
63
Quadrant Private Wealth Management
Pennsylvania
$790K +$60.7K +1,910 +8%
SS
64
Sunbelt Securities
Texas
$642K +$136K +4,278 +26%
DWM
65
Dynasty Wealth Management
Florida
$605K +$624K +19,645 New
IAN
66
Integrated Advisors Network
Texas
$596K +$114K +3,585 +23%
PFO
67
PMG Family Office
Texas
$593K +$32.6K +1,025 +6%
DA
68
Detalus Advisors
Missouri
$570K +$25.4K +798 +5%
MOS
69
MGO One Seven
Ohio
$555K +$23.4K +737 +4%
PIA
70
Perennial Investment Advisors
California
$543K +$560K +17,626 New
SIM
71
Synergy Investment Management
Florida
$540K +$87.2K +2,743 +19%
Citadel Advisors
72
Citadel Advisors
Florida
$529K +$545K +17,156 New
CWA
73
Clarity Wealth Advisors
California
$524K +$540K +17,000 New
SA
74
Skyline Advisors
Washington
$518K +$534K +16,813 New
WQ
75
Wealth Quarterback
New Jersey
$515K -$111K -3,484 -17%