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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
TBT
376
Texas Bank & Trust
Texas
$1.16M
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M
MFG
378
Merit Financial Group
Georgia
$1.15M
WSFS
379
Wilmington Savings Fund Society
Delaware
$1.15M
FWP
380
Falcon Wealth Planning
California
$1.15M
SWA
381
Sax Wealth Advisors
New Jersey
$1.15M
SHFA
382
SS&H Financial Advisors
Michigan
$1.15M
GAM
383
Grandview Asset Management
Pennsylvania
$1.13M
William Blair & Company
384
William Blair & Company
Illinois
$1.12M
RHIG
385
R.H. Investment Group
Arizona
$1.12M
FFN
386
Focus Financial Network
Minnesota
$1.11M
KWMG
387
King Wealth Management Group
Florida
$1.1M
WIA
388
World Investment Advisors
California
$1.1M
EAM
389
Evanson Asset Management
California
$1.1M
PTC
390
Private Trust Company
Ohio
$1.08M
BOM
391
Bank of Marin
California
$1.07M
KOMWMG
392
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.05M
PFS
393
Prospect Financial Services
New York
$1.05M
ACA
394
American Capital Advisory
Idaho
$1.04M
OFG
395
Orcam Financial Group
California
$1.04M
IIM
396
Ipswich Investment Management
Massachusetts
$1.04M
RBC
397
Romano Brothers & Co
Illinois
$1.04M
CAG
398
Crestwood Advisors Group
Massachusetts
$1.04M
MIA
399
MMBG Investment Advisors
Florida
$1.04M
PTP
400
Platform Technology Partners
New York
$1.04M