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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
IWA
76
Icon Wealth Advisors
Texas
$187K
Comerica Bank
77
Comerica Bank
Texas
$128K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$121K
GRP
79
Global Retirement Partners
California
$75.4K
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$55.4K
HI
81
Harbour Investments
Wisconsin
$49K
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.6K
TFA
83
Transamerica Financial Advisors
Florida
$43.5K
AWM
84
AE Wealth Management
Kansas
$32.1K
IA
85
IFP Advisors
Florida
$27.7K
LFA
86
LGT Financial Advisors
Texas
$22K
GSWM
87
Golden State Wealth Management
California
$14.8K
SPIA
88
Steward Partners Investment Advisory
New York
$14.8K
CAM
89
Creekmur Asset Management
Illinois
$11.7K
RF
90
Rossby Financial
Florida
$9.5K
SWM
91
Spire Wealth Management
Virginia
$8.35K
ACA
92
Aptus Capital Advisors
Alabama
$7.93K
MCM
93
MAI Capital Management
Ohio
$6.85K
SAM
94
Smartleaf Asset Management
Massachusetts
$6.59K
EB
95
Eastern Bank
Massachusetts
$3.4K
TIM
96
Tortoise Investment Management
New York
$3.31K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$2.51K
AGWCA
98
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
ASN
99
Advisory Services Network
Georgia
$1.52K
HFS
100
Hantz Financial Services
Michigan
$1K