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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$2.55M
MG
227
Marex Group
$2.55M
EFS
228
Econ Financial Services
Pennsylvania
$2.5M
CWMGO
229
Capstone Wealth Management Group (Oregon)
Oregon
$2.49M
SG
230
Sharper & Granite
California
$2.49M
SAG
231
SageView Advisory Group
California
$2.49M
TWP
232
Tempus Wealth Planning
California
$2.48M
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$2.46M
IAIM
234
International Assets Investment Management
Florida
$2.45M
AWA
235
Arkadios Wealth Advisors
Georgia
$2.43M
IAS
236
Insigneo Advisory Services
Florida
$2.43M
FFA
237
Fragasso Financial Advisors
Pennsylvania
$2.42M
RBFC
238
Roman Butler Fullerton & Co
Missouri
$2.41M
FWM
239
ForthRight Wealth Management
Georgia
$2.4M
TH
240
TCTC Holdings
Texas
$2.37M
NFG
241
Nations Financial Group
Iowa
$2.36M
MOS
242
MGO One Seven
Ohio
$2.36M
DI
243
Disciplined Investments
Oklahoma
$2.34M
GWM
244
Geneos Wealth Management
Colorado
$2.34M
AI
245
Atria Investments
North Carolina
$2.31M
DSC
246
Duncker Streett & Co
Missouri
$2.3M
CFG
247
Citizens Financial Group
Rhode Island
$2.3M
BP
248
Ballentine Partners
Massachusetts
$2.29M
HWM
249
Hohimer Wealth Management
Washington
$2.26M
FWA
250
FOCUS Wealth Advisors
Texas
$2.22M