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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
WIA
101
World Investment Advisors
California
$300K +$3.43K +108 +1%
SFM
102
Signet Financial Management
New Jersey
$289K +$31.8K +999 +12%
APWA
103
Atlas Private Wealth Advisors
New Jersey
$270K +$278K +8,754 New
GWP
104
Gateway Wealth Partners
Wisconsin
$252K +$260K +8,174 New
MWP
105
Madison Wealth Partners
Wisconsin
$248K -$6.87K -216 -3%
MYIA
106
Mount Yale Investment Advisors
Colorado
$235K +$243K +7,643 New
FA
107
Fortis Advisors
Pennsylvania
$232K +$240K +7,545 New
VAS
108
Valicenti Advisory Services
New York
$229K +$237K +7,446 New
WH
109
Willner & Heller
California
$223K -$48.6K -1,528 -17%
TFA
110
Transamerica Financial Advisors
Florida
$221K +$88.6K +2,788 +63%
TCG
111
Transcendent Capital Group
Oklahoma
$216K +$223K +7,011 New
AFP
112
Ausdal Financial Partners
Iowa
$210K +$604 +19 +0.3%
WWG
113
West Wealth Group
California
$204K -$4.26K -134 -2%
SWM
114
Spire Wealth Management
Virginia
$186K +$102K +3,205 +113%
AAP
115
Arax Advisory Partners
Colorado
$158K -$410K -12,913 -72%
IWP
116
IAG Wealth Partners
Wisconsin
$148K +$152K +4,796 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$125K +$129K +4,067 New
SWM
118
SHP Wealth Management
Massachusetts
$124K +$3.56K +112 +3%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$53K +$54.7K +1,720 New
AWM
120
AE Wealth Management
Kansas
$38.7K +$7.85K +247 +24%
RF
121
Rossby Financial
Florida
$38.5K +$30.4K +955 +317%
GSWM
122
Golden State Wealth Management
California
$20.6K +$509 +16 +2%
IA
123
IFP Advisors
Florida
$19.3K -$4.96K -156 -20%
ASN
124
Advisory Services Network
Georgia
$19.2K +$19.8K +624 New
CPG
125
Cornerstone Planning Group
New Jersey
$19.1K +$18.4K +579 New