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iShares U.S. Large Cap Premium Income Active ETF

127 hedge funds and large institutions have $485M invested in iShares U.S. Large Cap Premium Income Active ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
CCFM
101
Clear Creek Financial Management
Washington
$203K
Truist Financial
102
Truist Financial
North Carolina
$202K
TFA
103
Transamerica Financial Advisors
Florida
$140K
Comerica Bank
104
Comerica Bank
Texas
$125K
SWM
105
SHP Wealth Management
Massachusetts
$124K
KAS
106
Kestra Advisory Services
Texas
$95.3K
SWM
107
Spire Wealth Management
Virginia
$89.9K
GRP
108
Global Retirement Partners
California
$71.4K
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.9K
SAG
110
SageView Advisory Group
California
$35.8K
AWM
111
AE Wealth Management
Kansas
$32K
IA
112
IFP Advisors
Florida
$24.8K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$22.4K
GSWM
114
Golden State Wealth Management
California
$20.6K
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$13K
MCM
116
MAI Capital Management
Ohio
$11.7K
ACA
117
Aptus Capital Advisors
Alabama
$11.2K
FFA
118
Farther Finance Advisors
California
$10.5K
RF
119
Rossby Financial
Florida
$9.54K
PTC
120
Private Trust Company
Ohio
$6.59K
EB
121
Eastern Bank
Massachusetts
$3.39K
UBS Group
122
UBS Group
Switzerland
$3.33K
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$2.57K
GFA
124
Godfrey Financial Associates
New York
$2.53K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2K