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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 %
CIA
426
Capital Investment Advisors
Georgia
$857K +$76.7K +2,500 +10%
PCS
427
Private Client Services
Kentucky
$845K +$52.7K +1,717 +7%
WHCFA
428
William Howard & Co Financial Advisors
Tennessee
$843K -$38.9K -1,267 -4%
ML
429
McAdam LLC
Pennsylvania
$843K +$194K +6,332 +30%
IAG
430
Investment Advisory Group
Massachusetts
$839K +$337 +11 +0%
GPA
431
Guidance Point Advisors
Massachusetts
$838K -$33.4K -1,088 -4%
SRC
432
Sage Rhino Capital
California
$836K +$48K +1,565 +6%
BB
433
Busey Bank
Illinois
$832K -$7.24K -236 -0.9%
TYCC
434
Texas Yale Capital Corp
Florida
$831K +$93.4K +3,045 +13%
B
435
Bellecapital
Switzerland
$828K
MC
436
Moors & Cabot
Massachusetts
$828K +$59.9K +1,952 +8%
OMC
437
Old Mission Capital
Illinois
$823K -$214K -6,979 -21%
LWM
438
LongView Wealth Management
Georgia
$815K -$7.21K -235 -0.9%
AA
439
Aire Advisors
California
$796K +$4.94K +161 +0.6%
WTC
440
WhitTier Trust Company
Nevada
$789K -$5.37K -175 -0.7%
MAM
441
MMA Asset Management
Pennsylvania
$788K -$515K -16,789 -40%
Pathstone Holdings
442
Pathstone Holdings
New Jersey
$787K +$5.34K +174 +0.7%
FPAS
443
Focus Partners Advisor Solutions
Missouri
$787K -$142K -4,640 -15%
AAM
444
Advisors Asset Management
Colorado
$781K +$46.3K +1,510 +6%
SPC
445
Sigma Planning Corp
Michigan
$773K -$83K -2,705 -10%
CL
446
Choreo LLC
Illinois
$770K +$318K +10,355 +70%
Neuberger Berman Group
447
Neuberger Berman Group
New York
$768K -$83.4K -2,717 -10%
BCM
448
Bowie Capital Management
Texas
$767K
BWAM
449
Boyd Watterson Asset Management
Ohio
$766K
CAWM
450
Capital Advisors Wealth Management
Washington
$765K -$6.76M -220,227 -90%