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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
BWAM
451
Boyd Watterson Asset Management
Ohio
$766K
CAWM
452
Capital Advisors Wealth Management
Washington
$765K
SEI Investments
453
SEI Investments
Pennsylvania
$765K
UCB
454
United Community Bank
South Carolina
$763K
DWM
455
Diversify Wealth Management
Utah
$760K
CWM
456
ClientFirst Wealth Management
Arkansas
$751K
KIA
457
KCM Investment Advisors
California
$747K
WAM
458
WealthTrust Asset Management
Florida
$742K
TPW
459
Transatlantique Private Wealth
New York
$742K
TCM
460
Traynor Capital Management
Pennsylvania
$741K
NSIM
461
North Star Investment Management
Illinois
$741K
KFGK
462
Keystone Financial Group (Kentucky)
Kentucky
$735K
CNTOF
463
Canandaigua National Trust of Florida
New York
$726K
WANY
464
Wealthspire Advisors (New York)
New York
$725K
ANC
465
Ames National Corp
Iowa
$720K
CAL
466
Capital Advisors Ltd
Ohio
$710K
SFG
467
Seamount Financial Group
Colorado
$709K
VAM
468
Verity Asset Management
North Carolina
$696K
CC
469
Cornerstone Capital
California
$696K
CL
470
Cabana LLC
Arkansas
$693K
IWM
471
Integris Wealth Management
California
$693K
ORC
472
O'Rourke & Company
Massachusetts
$685K
CFP
473
Cascade Financial Partners
California
$678K
Northern Trust
474
Northern Trust
Illinois
$677K
AOWM
475
Alpha Omega Wealth Management
Virginia
$673K