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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 %
FWP
376
Falcon Wealth Planning
California
$1.15M -$130K -4,250 -10%
SWA
377
Sax Wealth Advisors
New Jersey
$1.15M -$137K -4,465 -11%
SHFA
378
SS&H Financial Advisors
Michigan
$1.15M +$74.4K +2,425 +7%
GAM
379
Grandview Asset Management
Pennsylvania
$1.13M -$190K -6,202 -14%
William Blair & Company
380
William Blair & Company
Illinois
$1.12M +$190K +6,191 +20%
RHIG
381
R.H. Investment Group
Arizona
$1.12M
FFN
382
Focus Financial Network
Minnesota
$1.11M +$27.3K +890 +3%
KWMG
383
King Wealth Management Group
Florida
$1.11M +$51.4K +1,676 +5%
WIA
384
World Investment Advisors
California
$1.1M +$517K +16,862 +88%
EAM
385
Evanson Asset Management
California
$1.1M +$1.1M +35,695 New
PTC
386
Private Trust Company
Ohio
$1.08M -$132K -4,309 -11%
BOM
387
Bank of Marin
California
$1.07M -$33.5K -1,091 -3%
KOMWMG
388
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.05M +$516K +16,808 +96%
PFS
389
Prospect Financial Services
New York
$1.05M -$405K -13,190 -28%
ACA
390
American Capital Advisory
Idaho
$1.04M -$33.8K -1,102 -3%
OFG
391
Orcam Financial Group
California
$1.04M -$245 -8 -0%
IIM
392
Ipswich Investment Management
Massachusetts
$1.04M -$107K -3,500 -9%
RBC
393
Romano Brothers & Co
Illinois
$1.04M +$1.72K +56 +0.2%
CAG
394
Crestwood Advisors Group
Massachusetts
$1.04M +$23.8K +775 +2%
MIA
395
MMBG Investment Advisors
Florida
$1.04M
PTP
396
Platform Technology Partners
New York
$1.04M +$1.04M +33,751 New
CANC
397
Culbertson A N & Co
Virginia
$1.03M -$82.8K -2,700 -7%
RIA
398
Realta Investment Advisors
Delaware
$1.03M +$48.2K +1,572 +5%
SSW
399
Stone Summit Wealth
Florida
$1.01M -$430K -14,030 -30%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$1.01M -$25.4K -814 -2%