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iShares Preferred and Income Securities ETF

968 hedge funds and large institutions have $5.81B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 364 increasing their positions, 351 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 975968 (-7)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.44M
Puts
$8.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
301
Joseph P. Lucia & Associates
New York
$1.73M
RAM
302
Readystate Asset Management
Illinois
$1.71M
SAG
303
SageView Advisory Group
California
$1.71M
KWM
304
Kingsview Wealth Management
Oregon
$1.69M
HI
305
Harbour Investments
Wisconsin
$1.68M
APWA
306
Atlas Private Wealth Advisors
New Jersey
$1.68M
AQR Capital Management
307
AQR Capital Management
Connecticut
$1.67M
MWM
308
Moran Wealth Management
Florida
$1.66M
AWM
309
Ariadne Wealth Management
California
$1.66M
CA
310
Carson Advisory
Georgia
$1.66M
NS
311
NBC Securities
Alabama
$1.64M
BST
312
Bath Savings Trust
Maine
$1.63M
FCFC
313
First Commonwealth Financial Corp
Pennsylvania
$1.61M
ASN
314
Advisory Services Network
Georgia
$1.6M
PS
315
Principal Securities
Iowa
$1.6M
BAM
316
Brave Asset Management
New Jersey
$1.59M
PVM
317
Palogic Value Management
Texas
$1.59M
NCM
318
Noesis Capital Mangement
Florida
$1.57M
JSW
319
Journey Strategic Wealth
New Jersey
$1.56M
IWC
320
Integrated Wealth Concepts
Massachusetts
$1.56M
TF
321
Tudor Financial
Ohio
$1.56M
ACM
322
Arcataur Capital Management
Wisconsin
$1.55M
FCM
323
Fogel Capital Management
Florida
$1.54M
ST
324
Somerset Trust
Pennsylvania
$1.54M
SWM
325
Spire Wealth Management
Virginia
$1.53M