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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.6M +$17.8M +558,930 +32%
Ameriprise
2
Ameriprise
Minnesota
$63.8M +$8.69M +273,515 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.3M +$5.5M +173,000 +10%
LPL Financial
4
LPL Financial
California
$56.5M +$4.84M +152,313 +9%
Bank of America
5
Bank of America
North Carolina
$37.4M +$15.4M +483,365 +66%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.4M +$11.5M +363,183 +65%
Wells Fargo
7
Wells Fargo
California
$27.2M +$19.3M +607,748 +220%
AWM
8
Avior Wealth Management
Nebraska
$22M +$22.6M +712,602 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.7M +$1.69M +53,054 +9%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$18.9M +$11.3M +355,245 +138%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$16.2M -$112K -3,512 -0.7%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.9M +$3.2M +100,675 +26%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.6M +$4.58M +144,071 +47%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$11.3M +$11.6M +366,000 New
Morgan Stanley
15
Morgan Stanley
New York
$10.5M +$821K +25,833 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.5M +$569K +17,919 +6%
GBWM
17
Granite Bay Wealth Management
New Hampshire
$9.47M -$159K -5,011 -2%
AssetMark Inc
18
AssetMark Inc
California
$8.4M +$105K +3,317 +1%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$8.38M +$1.58M +49,563 +22%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$8.08M +$44.1K +1,389 +0.5%
SCS
21
Southern Capital Services
Alabama
$7.11M -$2.83K -89 -0%
EH
22
Equitable Holdings
New York
$5.79M +$1.54M +48,440 +36%
CWG
23
Cornerstone Wealth Group
North Carolina
$5.77M +$5.29M +166,545 +1,428%
DWM
24
Diversify Wealth Management
Utah
$5.55M +$2.8M +88,130 +108%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.81M +$133K +4,188 +3%