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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 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:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

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

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
WSFS
376
Wilmington Savings Fund Society
Delaware
$1.15M
FWP
377
Falcon Wealth Planning
California
$1.15M
SWA
378
Sax Wealth Advisors
New Jersey
$1.15M
SHFA
379
SS&H Financial Advisors
Michigan
$1.15M
GAM
380
Grandview Asset Management
Pennsylvania
$1.13M
William Blair & Company
381
William Blair & Company
Illinois
$1.12M
RHIG
382
R.H. Investment Group
Arizona
$1.12M
FFN
383
Focus Financial Network
Minnesota
$1.11M
KWMG
384
King Wealth Management Group
Florida
$1.1M
WIA
385
World Investment Advisors
California
$1.1M
EAM
386
Evanson Asset Management
California
$1.1M
PTC
387
Private Trust Company
Ohio
$1.08M
BOM
388
Bank of Marin
California
$1.07M
KOMWMG
389
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.05M
PFS
390
Prospect Financial Services
New York
$1.05M
ACA
391
American Capital Advisory
Idaho
$1.04M
OFG
392
Orcam Financial Group
California
$1.04M
IIM
393
Ipswich Investment Management
Massachusetts
$1.04M
RBC
394
Romano Brothers & Co
Illinois
$1.04M
CAG
395
Crestwood Advisors Group
Massachusetts
$1.04M
MIA
396
MMBG Investment Advisors
Florida
$1.04M
PTP
397
Platform Technology Partners
New York
$1.04M
CANC
398
Culbertson A N & Co
Virginia
$1.03M
RIA
399
Realta Investment Advisors
Delaware
$1.03M
SSW
400
Stone Summit Wealth
Florida
$1.01M