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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
SFM
101
Signet Financial Management
New Jersey
$289K
APWA
102
Atlas Private Wealth Advisors
New Jersey
$270K
GWP
103
Gateway Wealth Partners
Wisconsin
$252K
MWP
104
Madison Wealth Partners
Wisconsin
$248K
MYIA
105
Mount Yale Investment Advisors
Colorado
$235K
FA
106
Fortis Advisors
Pennsylvania
$232K
VAS
107
Valicenti Advisory Services
New York
$229K
WH
108
Willner & Heller
California
$223K
TFA
109
Transamerica Financial Advisors
Florida
$221K
TCG
110
Transcendent Capital Group
Oklahoma
$216K
AFP
111
Ausdal Financial Partners
Iowa
$210K
WWG
112
West Wealth Group
California
$204K
SWM
113
Spire Wealth Management
Virginia
$186K
AAP
114
Arax Advisory Partners
Colorado
$158K
IWP
115
IAG Wealth Partners
Wisconsin
$148K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$125K
SWM
117
SHP Wealth Management
Massachusetts
$124K
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$53K
AWM
119
AE Wealth Management
Kansas
$38.7K
RF
120
Rossby Financial
Florida
$38.5K
GSWM
121
Golden State Wealth Management
California
$20.6K
IA
122
IFP Advisors
Florida
$19.3K
ASN
123
Advisory Services Network
Georgia
$19.2K
CPG
124
Cornerstone Planning Group
New Jersey
$19.1K
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$14K