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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
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$1.01M
RSF
402
Rik Saylor Financial
Ohio
$1M
NAS
403
Nicolet Advisory Services
Wisconsin
$983K
TCM
404
Telos Capital Management
California
$983K
NAG
405
Northstar Advisory Group
New Jersey
$983K
LPAM
406
Lodestar Private Asset Management
California
$978K
WT
407
Whittier Trust
California
$975K
PWA
408
Provenance Wealth Advisors
Florida
$973K
PI
409
PFG Investments
New York
$969K
FWP
410
FAS Wealth Partners
Kansas
$969K
SFC
411
Strategic Financial Concepts
Texas
$962K
MHR
412
Matthew Hamilton Rosenberg
$958K
Qube Research & Technologies (QRT)
413
Qube Research & Technologies (QRT)
United Kingdom
$945K
BTI
414
Blue Trust Inc
Georgia
$942K
FIM
415
Freedom Investment Management
Connecticut
$942K
CST
416
Charles Schwab Trust
Nevada
$933K
LAM
417
LOM Asset Management
$920K
PIMG
418
Patriot Investment Management Group
Tennessee
$919K
IBOK
419
Independence Bank of Kentucky
Kentucky
$918K
SG
420
StoneX Group
New York
$901K
HTC
421
Haverford Trust Company
Pennsylvania
$895K
PWM
422
Perigon Wealth Management
California
$892K
CT
423
Caldwell Trust
Florida
$888K
PC
424
Prairiewood Capital
North Dakota
$886K
RIM
425
RW Investment Management
Idaho
$883K