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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 %
SEI Investments
451
SEI Investments
Pennsylvania
$765K -$1.17M -38,060 -60%
UCB
452
United Community Bank
South Carolina
$763K -$155K -5,049 -17%
DWM
453
Diversify Wealth Management
Utah
$760K +$18.9K +602 +3%
CWM
454
ClientFirst Wealth Management
Arkansas
$751K
KIA
455
KCM Investment Advisors
California
$747K -$35.5K -1,157 -5%
WAM
456
WealthTrust Asset Management
Florida
$742K -$207K -6,736 -22%
TPW
457
Transatlantique Private Wealth
New York
$742K +$32.8K +1,070 +5%
TCM
458
Traynor Capital Management
Pennsylvania
$741K +$117K +3,800 +19%
NSIM
459
North Star Investment Management
Illinois
$741K -$111K -3,630 -13%
KFGK
460
Keystone Financial Group (Kentucky)
Kentucky
$735K +$280K +9,105 +62%
CNTOF
461
Canandaigua National Trust of Florida
New York
$726K -$1.19M -38,921 -62%
WANY
462
Wealthspire Advisors (New York)
New York
$725K +$18.2K +592 +3%
ANC
463
Ames National Corp
Iowa
$720K -$185K -6,030 -20%
CAL
464
Capital Advisors Ltd
Ohio
$710K +$5K +163 +0.7%
SFG
465
Seamount Financial Group
Colorado
$709K +$149K +4,846 +27%
VAM
466
Verity Asset Management
North Carolina
$696K -$707K -23,055 -50%
CC
467
Cornerstone Capital
California
$696K +$37.6K +1,225 +6%
CL
468
Cabana LLC
Arkansas
$693K +$693K +22,598 New
IWM
469
Integris Wealth Management
California
$693K -$194K -6,327 -22%
ORC
470
O'Rourke & Company
Massachusetts
$685K -$31.7K -1,032 -4%
CFP
471
Cascade Financial Partners
California
$678K +$169K +5,500 +33%
Northern Trust
472
Northern Trust
Illinois
$677K -$596K -19,420 -47%
AOWM
473
Alpha Omega Wealth Management
Virginia
$673K -$3.28K -107 -0.5%
SFP
474
Strategic Financial Partners
Oregon
$672K -$34.8K -1,135 -5%
JFG
475
Jefferies Financial Group
New York
$671K -$106K -3,461 -14%