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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
Mariner
76
Mariner
Kansas
$481K +$497K +15,625 New
EFG
77
Embree Financial Group
Illinois
$459K +$120K +3,775 +34%
AFW
78
Avantra Family Wealth
Pennsylvania
$449K +$54.7K +1,720 +13%
PSCM
79
Per Stirling Capital Management
Texas
$445K +$58.6K +1,843 +15%
OIA
80
OneDigital Investment Advisors
Kansas
$441K +$95.5K +3,004 +27%
NP
81
NorthRock Partners
Minnesota
$433K -$18.3K -575 -4%
IWA
82
Icon Wealth Advisors
Texas
$422K +$410K +12,898 New
HI
83
Harbour Investments
Wisconsin
$421K +$159 +5 +0%
Creative Planning
84
Creative Planning
Kansas
$411K
OCA
85
OpenArc Corporate Advisory
Georgia
$406K +$186K +5,852 +80%
SWM
86
SigFig Wealth Management
California
$398K +$20.9K +657 +5%
Raymond James Financial
87
Raymond James Financial
Florida
$391K +$403K +12,685 New
GM
88
GeoWealth Management
Illinois
$376K +$2.8K +88 +0.7%
OBWG
89
Onyx Bridge Wealth Group
New York
$372K +$7.12K +224 +2%
SPIA
90
Steward Partners Investment Advisory
New York
$357K +$24.8K +781 +7%
AL
91
ARWA LLC
Texas
$354K +$356K +11,195 New
EFG
92
Ehrlich Financial Group
California
$345K +$124K +3,899 +53%
NA
93
NewEdge Advisors
Louisiana
$344K +$4.7K +148 +1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$341K -$26.9K -846 -7%
JWCA
95
J.W. Cole Advisors
Florida
$337K -$667 -21 -0.2%
SB
96
Strategic Blueprint
Georgia
$332K -$8.42K -265 -2%
SWP
97
Sagespring Wealth Partners
Tennessee
$331K +$342K +10,748 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$322K +$72.7K +2,289 +28%
SFS
99
Security Financial Services
Indiana
$322K +$24.3K +766 +8%
VR
100
Vision Retirement
New Jersey
$321K -$89.7K -2,821 -21%