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iShares Preferred and Income Securities ETF

970 hedge funds and large institutions have $5.35B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 321 increasing their positions, 426 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: 321 | Existing positions reduced: 426

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
970
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
GT
26
Greenleaf Trust
Michigan
$34.2M
Osaic Holdings
27
Osaic Holdings
Arizona
$34.1M
DWM
28
Dakota Wealth Management
Florida
$33.2M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$33M
TA
30
Townsend & Associates
Colorado
$31.5M
MF
31
Montis Financial
Massachusetts
$30.9M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$30.7M
MCM
33
MAI Capital Management
Ohio
$27.2M
IWS
34
Insight Wealth Strategies
California
$27.1M
CB
35
Commerce Bank
Missouri
$26.1M
SMFG
36
Sumitomo Mitsui Financial Group
Japan
$25.7M
SI
37
Stephens Inc
Arkansas
$25.4M
HighTower Advisors
38
HighTower Advisors
Illinois
$25.1M
Stifel Financial
39
Stifel Financial
Missouri
$24.3M
GWM
40
GDS Wealth Management
Texas
$23.4M
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$21.9M
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$21.5M
JIP
43
Jaffetilchin Investment Partners
Florida
$21.2M
KeyBank National Association
44
KeyBank National Association
Ohio
$21.1M
WF
45
Welch & Forbes
Massachusetts
$20.4M
Corient Private Wealth
46
Corient Private Wealth
Florida
$19.3M
MML Investors Services
47
MML Investors Services
Massachusetts
$18M
Citigroup
48
Citigroup
New York
$17.7M
CTB
49
Country Trust Bank
Illinois
$17.5M
FMLI
50
Fukoku Mutual Life Insurance
Japan
$17.4M