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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
CANC
401
Culbertson A N & Co
Virginia
$1.03M
RIA
402
Realta Investment Advisors
Delaware
$1.03M
SSW
403
Stone Summit Wealth
Florida
$1.01M
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$1.01M
RSF
405
Rik Saylor Financial
Ohio
$1M
NAS
406
Nicolet Advisory Services
Wisconsin
$983K
TCM
407
Telos Capital Management
California
$983K
NAG
408
Northstar Advisory Group
New Jersey
$983K
LPAM
409
Lodestar Private Asset Management
California
$978K
WT
410
Whittier Trust
California
$975K
PWA
411
Provenance Wealth Advisors
Florida
$973K
PI
412
PFG Investments
New York
$969K
FWP
413
FAS Wealth Partners
Kansas
$969K
SFC
414
Strategic Financial Concepts
Texas
$962K
MHR
415
Matthew Hamilton Rosenberg
$958K
Qube Research & Technologies (QRT)
416
Qube Research & Technologies (QRT)
United Kingdom
$945K
BTI
417
Blue Trust Inc
Georgia
$942K
FIM
418
Freedom Investment Management
Connecticut
$942K
CST
419
Charles Schwab Trust
Nevada
$933K
LAM
420
LOM Asset Management
$920K
PIMG
421
Patriot Investment Management Group
Tennessee
$919K
IBOK
422
Independence Bank of Kentucky
Kentucky
$918K
SG
423
StoneX Group
New York
$901K
HTC
424
Haverford Trust Company
Pennsylvania
$895K
PWM
425
Perigon Wealth Management
California
$892K