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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 %
FNT
351
First National Trust
Pennsylvania
$1.28M -$186K -6,059 -13%
FGA
352
Fortis Group Advisors
New Jersey
$1.27M +$870K +27,858 +215%
DFG
353
Delphi Financial Group
Delaware
$1.27M +$522K +17,000 +69%
FCM
354
Fogel Capital Management
Florida
$1.27M -$187K -6,100 -13%
SA
355
Stonebridge Advisors
Connecticut
$1.25M +$1.25M +40,767 New
HWA
356
HCR Wealth Advisors
California
$1.25M -$65.9K -2,149 -5%
CGH
357
CMG Global Holdings
Texas
$1.25M -$4.67K -150 -0.4%
BWG
358
Balanced Wealth Group
Ohio
$1.24M -$306K -9,783 -20%
GC
359
Guggenheim Capital
Illinois
$1.23M +$193K +6,284 +19%
APWM
360
Argonautica Private Wealth Management
Massachusetts
$1.22M +$16.3K +530 +1%
CAAM
361
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M -$28.1K -916 -2%
SCA
362
Snowden Capital Advisors
New York
$1.19M -$70.6K -2,302 -6%
Franklin Resources
363
Franklin Resources
California
$1.19M -$77K -2,510 -6%
WHG
364
Westwood Holdings Group
Texas
$1.18M -$41.6K -1,357 -3%
NFTC
365
North Forty Two & Co
Oregon
$1.18M
WCM
366
Whitener Capital Management
North Carolina
$1.18M +$241K +7,849 +26%
IWP
367
Invenio Wealth Partners
Florida
$1.18M -$12.5K -408 -1%
MT
368
Midwest Trust
Kansas
$1.18M +$1.18M +38,317 New
RA
369
Rockingstone Advisors
Massachusetts
$1.17M -$10.6K -345 -0.9%
AC
370
AlphaCore Capital
California
$1.17M +$990K +32,256 +564%
PWA
371
Primoris Wealth Advisors
Florida
$1.16M -$59.1K -1,925 -5%
TBT
372
Texas Bank & Trust
Texas
$1.16M +$242K +7,893 +26%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M -$183K -5,980 -14%
MFG
374
Merit Financial Group
Georgia
$1.15M +$778K +25,367 +210%
WSFS
375
Wilmington Savings Fund Society
Delaware
$1.15M -$552 -18 -0%