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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 %
RSF
401
Rik Saylor Financial
Ohio
$1M -$13.6K -442 -1%
NAS
402
Nicolet Advisory Services
Wisconsin
$983K -$79K -2,546 -7%
TCM
403
Telos Capital Management
California
$983K -$69K -2,249 -7%
NAG
404
Northstar Advisory Group
New Jersey
$983K +$5.49K +179 +0.6%
LPAM
405
Lodestar Private Asset Management
California
$978K -$87.6K -2,855 -8%
WT
406
Whittier Trust
California
$975K
PWA
407
Provenance Wealth Advisors
Florida
$973K +$15.7K +511 +2%
PI
408
PFG Investments
New York
$969K -$221K -7,212 -19%
FWP
409
FAS Wealth Partners
Kansas
$969K +$15.2K +494 +2%
SFC
410
Strategic Financial Concepts
Texas
$962K -$100K -3,262 -9%
MHR
411
Matthew Hamilton Rosenberg
$958K -$18.7K -611 -2%
Qube Research & Technologies (QRT)
412
Qube Research & Technologies (QRT)
United Kingdom
$945K +$945K +30,797 New
BTI
413
Blue Trust Inc
Georgia
$942K +$95K +3,098 +11%
FIM
414
Freedom Investment Management
Connecticut
$942K -$18.9K -617 -2%
CST
415
Charles Schwab Trust
Nevada
$933K -$1.46M -47,737 -61%
LAM
416
LOM Asset Management
$920K +$920K +29,990 New
PIMG
417
Patriot Investment Management Group
Tennessee
$919K -$181K -5,895 -16%
IBOK
418
Independence Bank of Kentucky
Kentucky
$918K -$138K -4,500 -13%
SG
419
StoneX Group
New York
$901K -$132K -4,301 -13%
HTC
420
Haverford Trust Company
Pennsylvania
$895K -$59.5K -1,940 -6%
PWM
421
Perigon Wealth Management
California
$892K -$51.8K -1,689 -5%
PC
422
Prairiewood Capital
North Dakota
$886K -$355K -11,569 -29%
RIM
423
RW Investment Management
Idaho
$883K
JSW
424
Journey Strategic Wealth
New Jersey
$871K -$7.43K -242 -0.8%
CA
425
CGN Advisors
Kansas
$859K +$113K +3,697 +15%