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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
GRP
76
Global Retirement Partners
California
$75.4K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$55.4K
HI
78
Harbour Investments
Wisconsin
$49K
JFGIW
79
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.6K
TFA
80
Transamerica Financial Advisors
Florida
$43.5K
AWM
81
AE Wealth Management
Kansas
$32.1K
LFA
82
LGT Financial Advisors
Texas
$22K
GSWM
83
Golden State Wealth Management
California
$14.8K
SPIA
84
Steward Partners Investment Advisory
New York
$14.8K
CAM
85
Creekmur Asset Management
Illinois
$11.7K
RF
86
Rossby Financial
Florida
$9.5K
SWM
87
Spire Wealth Management
Virginia
$8.35K
ACA
88
Aptus Capital Advisors
Alabama
$7.93K
MCM
89
MAI Capital Management
Ohio
$6.85K
SAM
90
Smartleaf Asset Management
Massachusetts
$6.59K
EB
91
Eastern Bank
Massachusetts
$3.4K
TIM
92
Tortoise Investment Management
New York
$3.31K
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$2.51K
AGWCA
94
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
ASN
95
Advisory Services Network
Georgia
$1.52K
HFS
96
Hantz Financial Services
Michigan
$1K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$127
Wells Fargo
98
Wells Fargo
California
$22
SXL
99
Summit X LLC
Missouri
HFA
100
High Falls Advisors
New York