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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
HSBC Holdings
251
HSBC Holdings
United Kingdom
$2.19M
CFP
252
Curran Financial Partners
South Carolina
$2.18M
IWC
253
Infinity Wealth Counsel
Ohio
$2.18M
RCM
254
RMR Capital Management
California
$2.17M
UCFA
255
United Capital Financial Advisors
Texas
$2.17M
DJSG
256
D.J. St. Germain
Massachusetts
$2.14M
DWS
257
Dynamic Wealth Strategies
California
$2.13M
FA
258
Fagan Associates
New York
$2.13M
IA
259
IFP Advisors
Florida
$2.11M
DWM
260
Destination Wealth Management
California
$2.1M
GAA
261
Global Assets Advisory
Florida
$2.1M
MPCG
262
Matrix Private Capital Group
New York
$2.09M
IWA
263
IBEX Wealth Advisors
New Jersey
$2.08M
TPWA
264
TRUE Private Wealth Advisors
Oregon
$2.05M
CWMS
265
Cannon Wealth Management Services
North Carolina
$2.04M
CA
266
Crewe Advisors
Utah
$2.04M
WS
267
Wedbush Securities
California
$2.02M
TA
268
TFG Advisers
Michigan
$2M
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$1.99M
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$1.98M
CNBT
271
Canandaigua National Bank & Trust
New York
$1.98M
ClearBridge Investments
272
ClearBridge Investments
New York
$1.97M
LCWP
273
Legacy Capital Wealth Partners
Arkansas
$1.95M
WDA
274
Wendell David Associates
New Hampshire
$1.94M
HA
275
HFG Advisors
Ohio
$1.93M