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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 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:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

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

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
DBIA
226
Dumont & Blake Investment Advisors
New Jersey
$2.57M
NB
227
NBT Bank
New York
$2.57M
SC
228
Sierra Capital
Florida
$2.56M
SW
229
SVB Wealth
Massachusetts
$2.55M
MG
230
Marex Group
$2.55M
EFS
231
Econ Financial Services
Pennsylvania
$2.5M
CWMGO
232
Capstone Wealth Management Group (Oregon)
Oregon
$2.49M
SG
233
Sharper & Granite
California
$2.49M
SAG
234
SageView Advisory Group
California
$2.49M
TWP
235
Tempus Wealth Planning
California
$2.48M
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$2.46M
IAIM
237
International Assets Investment Management
Florida
$2.45M
AWA
238
Arkadios Wealth Advisors
Georgia
$2.43M
IAS
239
Insigneo Advisory Services
Florida
$2.43M
FFA
240
Fragasso Financial Advisors
Pennsylvania
$2.42M
RBFC
241
Roman Butler Fullerton & Co
Missouri
$2.41M
FWM
242
ForthRight Wealth Management
Georgia
$2.4M
TH
243
TCTC Holdings
Texas
$2.37M
NFG
244
Nations Financial Group
Iowa
$2.36M
MOS
245
MGO One Seven
Ohio
$2.36M
DI
246
Disciplined Investments
Oklahoma
$2.34M
GWM
247
Geneos Wealth Management
Colorado
$2.34M
AI
248
Atria Investments
North Carolina
$2.31M
DSC
249
Duncker Streett & Co
Missouri
$2.3M
CFG
250
Citizens Financial Group
Rhode Island
$2.3M