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iShares Preferred and Income Securities ETF

966 hedge funds and large institutions have $5.33B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-43
Holders Change %
-4.26%
% of All Funds
12.96%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
320
Reduced
425
Closed
94
Calls
$7.13M
Puts
$33M
Net Calls
-$25.8M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
276
Trivium Point Advisory
Connecticut
$1.91M +$647K +21,081 +51%
DCM
277
Donaldson Capital Management
Indiana
$1.91M +$35.4K +1,155 +2%
CPIG
278
Chicago Partners Investment Group
Illinois
$1.89M +$6.56K +211 +0.3%
TD Asset Management
279
TD Asset Management
Ontario, Canada
$1.89M -$279K -9,085 -13%
PRTG
280
Post Resch Tallon Group
New York
$1.89M +$24.5K +800 +1%
CCA
281
Cadent Capital Advisors
Oklahoma
$1.88M +$154K +5,017 +9%
BCP
282
Berkeley Capital Partners
Georgia
$1.88M +$120K +3,911 +7%
HWM
283
Howard Wealth Management
Connecticut
$1.88M -$101K -3,290 -5%
AAG
284
Armstrong Advisory Group
Massachusetts
$1.87M +$241K +7,845 +15%
SFI
285
SPC Financial Inc
Maryland
$1.86M -$161K -5,250 -8%
CC
286
Centiva Capital
New York
$1.85M +$1.85M +60,416 New
FF
287
Farrell Financial
New York
$1.85M +$43.4K +1,415 +2%
BCM
288
Boreal Capital Management
Florida
$1.85M +$1.85M +60,338 New
BI
289
Ballast Inc
Kentucky
$1.81M -$6.2M -201,984 -77%
JPLA
290
Joseph P. Lucia & Associates
New York
$1.81M +$9.97K +325 +0.6%
SFG
291
Sowa Financial Group
Rhode Island
$1.81M -$737K -24,033 -29%
MCM
292
McRae Capital Management
New Jersey
$1.81M +$23.8K +775 +1%
CRC
293
Curi RMB Capital
Illinois
$1.81M -$38.6K -1,259 -2%
JWCA
294
J.W. Cole Advisors
Florida
$1.8M -$33.8K -1,102 -2%
PA
295
Pinnacle Associates
New York
$1.8M +$88.5K +2,885 +5%
SWM
296
Spire Wealth Management
Virginia
$1.8M -$16.9K -552 -0.9%
IAN
297
Integrated Advisors Network
Texas
$1.79M +$1.21M +39,574 +210%
SCM
298
SOL Capital Management
Maryland
$1.77M -$892K -29,070 -34%
NAM
299
NorthCrest Asset Manangement
Minnesota
$1.76M +$25.9K +834 +1%
PIA
300
Powell Investment Advisors
Florida
$1.76M -$3.87K -126 -0.2%