BALI icon

iShares U.S. Large Cap Premium Income Active ETF

141 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, 80 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
Mariner
76
Mariner
Kansas
$481K
EFG
77
Embree Financial Group
Illinois
$459K
AFW
78
Avantra Family Wealth
Pennsylvania
$449K
PSCM
79
Per Stirling Capital Management
Texas
$445K
OIA
80
OneDigital Investment Advisors
Kansas
$441K
NP
81
NorthRock Partners
Minnesota
$433K
IWA
82
Icon Wealth Advisors
Texas
$422K
HI
83
Harbour Investments
Wisconsin
$421K
Creative Planning
84
Creative Planning
Kansas
$411K
OCA
85
OpenArc Corporate Advisory
Georgia
$406K
SWM
86
SigFig Wealth Management
California
$398K
Raymond James Financial
87
Raymond James Financial
Florida
$391K
GM
88
GeoWealth Management
Illinois
$376K
OBWG
89
Onyx Bridge Wealth Group
New York
$372K
SPIA
90
Steward Partners Investment Advisory
New York
$357K
AL
91
ARWA LLC
Texas
$354K
EFG
92
Ehrlich Financial Group
California
$345K
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$341K
JWCA
94
J.W. Cole Advisors
Florida
$337K
SB
95
Strategic Blueprint
Georgia
$332K
SWP
96
Sagespring Wealth Partners
Tennessee
$331K
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$322K
SFS
98
Security Financial Services
Indiana
$322K
VR
99
Vision Retirement
New Jersey
$321K
WIA
100
World Investment Advisors
California
$300K