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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
CAAM
351
Cornerstone Advisors Asset Management
Pennsylvania
$1.36M
WCM
352
Whitener Capital Management
North Carolina
$1.36M
BWG
353
Balanced Wealth Group
Ohio
$1.33M
OMC
354
Old Mission Capital
Illinois
$1.32M
CST
355
Charles Schwab Trust
Nevada
$1.32M
HAC
356
Harbor Advisory Corp
New Hampshire
$1.32M
NB
357
Northwest Bancshares
Pennsylvania
$1.27M
AWM
358
Accel Wealth Management
Iowa
$1.25M
MBT
359
Montecito Bank & Trust
California
$1.25M
CGH
360
CMG Global Holdings
Texas
$1.25M
BPA
361
Beacon Pointe Advisors
California
$1.24M
HWA
362
HCR Wealth Advisors
California
$1.22M
MFG
363
Merit Financial Group
Georgia
$1.22M
SCA
364
Snowden Capital Advisors
New York
$1.22M
MT
365
Midwest Trust
Kansas
$1.21M
FWP
366
Falcon Wealth Planning
California
$1.21M
SHFA
367
SS&H Financial Advisors
Michigan
$1.21M
IWP
368
Invenio Wealth Partners
Florida
$1.19M
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M
PWA
370
Primoris Wealth Advisors
Florida
$1.17M
TBT
371
Texas Bank & Trust
Texas
$1.17M
NFTC
372
North Forty Two & Co
Oregon
$1.16M
NEPWA
373
New England Private Wealth Advisors
Massachusetts
$1.15M
TPW
374
Transatlantique Private Wealth
New York
$1.15M
Franklin Resources
375
Franklin Resources
California
$1.13M