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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 %
GWAM
301
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.75M -$440K -14,326 -20%
HIP
302
HUB Investment Partners
Texas
$1.74M +$1.08M +35,096 +163%
ONB
303
Old National Bancorp
Indiana
$1.73M -$177K -5,768 -9%
AWM
304
Ariadne Wealth Management
California
$1.7M -$563K -17,894 -25%
JCM
305
Janney Capital Management
Pennsylvania
$1.65M -$10.1K -330 -0.6%
BST
306
Bath Savings Trust
Maine
$1.62M -$3.28K -107 -0.2%
AWM
307
Arista Wealth Management
Nevada
$1.61M +$1.61M +52,318 New
BJL
308
Brighton Jones LLC
Washington
$1.6M -$4.39K -143 -0.3%
BEI
309
Benjamin Edwards Inc
Missouri
$1.59M -$2.46M -80,327 -61%
PS
310
Principal Securities
Iowa
$1.59M -$541K -17,637 -25%
FI
311
Financial Insights
Washington
$1.58M +$59.3K +1,934 +4%
ASN
312
Advisory Services Network
Georgia
$1.57M +$155K +4,954 +11%
IWC
313
Integrated Wealth Concepts
Massachusetts
$1.56M -$186K -6,057 -11%
CA
314
Carson Advisory
Georgia
$1.55M +$16.9K +550 +1%
GI
315
GAMMA Investing
California
$1.54M -$4.35M -141,839 -74%
NCM
316
Noesis Capital Mangement
Florida
$1.53M -$32.1K -1,045 -2%
HI
317
Harbour Investments
Wisconsin
$1.52M +$182K +5,948 +14%
BRWA
318
B. Riley Wealth Advisors
Florida
$1.52M +$1.52M +49,603 New
NS
319
NBC Securities
Alabama
$1.52M -$1.84K -60 -0.1%
TF
320
Tudor Financial
Ohio
$1.52M -$127K -4,130 -8%
ACM
321
Arcataur Capital Management
Wisconsin
$1.51M -$11.2K -365 -0.7%
SRC
322
Shufro Rose & Co
New York
$1.5M
TPW
323
Talon Private Wealth
Florida
$1.48M +$346K +11,284 +30%
ST
324
Somerset Trust
Pennsylvania
$1.48M -$77.4K -2,523 -5%
BCI
325
Brinker Capital Investments
Pennsylvania
$1.48M -$2.28M -74,316 -61%