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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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$14K +$1.59K +50 +13%
ACA
127
Aptus Capital Advisors
Alabama
$10.8K
ATPW
128
Ashton Thomas Private Wealth
Arizona
$10.2K +$10.5K +330 New
MCM
129
MAI Capital Management
Ohio
$6.78K -$4.77K -150 -41%
PTC
130
Private Trust Company
Ohio
$6.64K
WBC
131
West Branch Capital
Massachusetts
$6.29K +$6.48K +204 New
PRAG
132
Portfolio Resources Advisor Group
Florida
$4.78K +$4.93K +155 New
UBS Group
133
UBS Group
Switzerland
$4.62K +$1.43K +45 +43%
SEP
134
Signature Equity Partners
Ohio
$3.97K +$4.1K +129 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3.73K +$1.62K +51 +73%
EB
136
Eastern Bank
Massachusetts
$3.3K
Jones Financial Companies
137
Jones Financial Companies
Missouri
$3.1K +$3.27K +103 New
IAIM
138
International Assets Investment Management
Florida
$2.77K +$2.86K +90 New
GFA
139
Godfrey Financial Associates
New York
$2.46K
HFS
140
Hantz Financial Services
Michigan
$1K
CA
141
CoreCap Advisors
Michigan
$370
DFA
142
DHJJ Financial Advisors
Illinois
$309 +$318 +10 New
DAS
143
Diversify Advisory Services
Utah
-$3.51M -109,401 Closed
PIWA
144
Prevail Innovative Wealth Advisors
Kansas
-$3.25M -102,684 Closed
OMC
145
Old Mission Capital
Illinois
-$922K -29,088 Closed
Jane Street
146
Jane Street
New York
-$245K -7,720 Closed
NWMG
147
National Wealth Management Group
Ohio
-$239K -7,533 Closed
IA
148
IFG Advisory
Georgia
-$219K -6,904 Closed
HH
149
Hilltop Holdings
Texas
-$216K -6,834 Closed
CCFM
150
Clear Creek Financial Management
Washington
-$203K -6,400 Closed