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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
351
Northwest Bancshares
Pennsylvania
$1.28M
KWM
352
Kingsview Wealth Management
Oregon
$1.28M
AWM
353
Accel Wealth Management
Iowa
$1.28M
HAC
354
Harbor Advisory Corp
New Hampshire
$1.28M
FNT
355
First National Trust
Pennsylvania
$1.28M
FGA
356
Fortis Group Advisors
New Jersey
$1.27M
DFG
357
Delphi Financial Group
Delaware
$1.27M
FCM
358
Fogel Capital Management
Florida
$1.27M
SA
359
Stonebridge Advisors
Connecticut
$1.25M
HWA
360
HCR Wealth Advisors
California
$1.25M
CGH
361
CMG Global Holdings
Texas
$1.25M
BWG
362
Balanced Wealth Group
Ohio
$1.24M
GC
363
Guggenheim Capital
Illinois
$1.23M
APWM
364
Argonautica Private Wealth Management
Massachusetts
$1.22M
CAAM
365
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M
SCA
366
Snowden Capital Advisors
New York
$1.19M
Franklin Resources
367
Franklin Resources
California
$1.19M
WHG
368
Westwood Holdings Group
Texas
$1.18M
NFTC
369
North Forty Two & Co
Oregon
$1.18M
WCM
370
Whitener Capital Management
North Carolina
$1.18M
IWP
371
Invenio Wealth Partners
Florida
$1.18M
MT
372
Midwest Trust
Kansas
$1.18M
RA
373
Rockingstone Advisors
Massachusetts
$1.17M
AC
374
AlphaCore Capital
California
$1.17M
PWA
375
Primoris Wealth Advisors
Florida
$1.16M