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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
CL
451
Choreo LLC
Illinois
$770K
Neuberger Berman Group
452
Neuberger Berman Group
New York
$768K
BCM
453
Bowie Capital Management
Texas
$767K
BWAM
454
Boyd Watterson Asset Management
Ohio
$766K
CAWM
455
Capital Advisors Wealth Management
Washington
$765K
SEI Investments
456
SEI Investments
Pennsylvania
$765K
UCB
457
United Community Bank
South Carolina
$763K
DWM
458
Diversify Wealth Management
Utah
$760K
CWM
459
ClientFirst Wealth Management
Arkansas
$751K
KIA
460
KCM Investment Advisors
California
$747K
WAM
461
WealthTrust Asset Management
Florida
$742K
TPW
462
Transatlantique Private Wealth
New York
$742K
TCM
463
Traynor Capital Management
Pennsylvania
$741K
NSIM
464
North Star Investment Management
Illinois
$741K
KFGK
465
Keystone Financial Group (Kentucky)
Kentucky
$735K
CNTOF
466
Canandaigua National Trust of Florida
New York
$726K
WANY
467
Wealthspire Advisors (New York)
New York
$725K
ANC
468
Ames National Corp
Iowa
$720K
CAL
469
Capital Advisors Ltd
Ohio
$710K
SFG
470
Seamount Financial Group
Colorado
$709K
VAM
471
Verity Asset Management
North Carolina
$696K
CC
472
Cornerstone Capital
California
$696K
CL
473
Cabana LLC
Arkansas
$693K
IWM
474
Integris Wealth Management
California
$693K
ORC
475
O'Rourke & Company
Massachusetts
$685K