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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 %
AUB
476
Atlantic Union Bankshares
Virginia
$670K +$67.3K +2,194 +11%
SA
477
Sincerus Advisory
New York
$666K -$37.9K -1,217 -5%
PCM
478
Pennsylvania Capital Management
Pennsylvania
$662K -$9.97K -325 -1%
SCG
479
Sonata Capital Group
Washington
$662K -$4.88K -159 -0.7%
RSC
480
Red Spruce Capital
Pennsylvania
$659K -$920 -30 -0.1%
Tudor Investment Corp
481
Tudor Investment Corp
Connecticut
$659K -$540K -17,595 -45%
PEA
482
Park Edge Advisors
Ohio
$655K +$24.7K +806 +4%
FPGK
483
Financial Partners Group (Kansas)
Kansas
$651K -$481K -15,690 -43%
TCA
484
Transcend Capital Advisors
New Jersey
$651K -$59.4K -1,935 -8%
IPA
485
Investment Planning Advisors
Georgia
$650K -$193K -6,275 -23%
CSB
486
City State Bank
Iowa
$649K -$15.3K -500 -2%
IWM
487
IHT Wealth Management
Illinois
$648K +$23.8K +776 +4%
AAMC
488
Asset Allocation & Management Company
Illinois
$644K
USCWA
489
U.S. Capital Wealth Advisors
Texas
$643K +$231K +7,514 +56%
BCA
490
Bay Colony Advisors
Massachusetts
$643K -$7.27K -237 -1%
RAM
491
Readystate Asset Management
Illinois
$642K +$642K +20,922 New
EFG
492
Ethos Financial Group
Pennsylvania
$637K +$15.3K +500 +2%
CAM
493
Carret Asset Management
New York
$634K -$5.19K -169 -0.8%
RIA
494
Richwood Investment Advisors
Ohio
$631K
PVM
495
Palogic Value Management
Texas
$627K
PFBT
496
Parkside Financial Bank & Trust
Missouri
$627K -$167K -5,442 -21%
PIM
497
Penobscot Investment Management
Massachusetts
$626K +$30.7K +1,000 +5%
LWA
498
Lineweaver Wealth Advisors
Ohio
$623K
DA
499
Dover Advisors
Virginia
$619K -$71.4K -2,326 -10%
MWM
500
Melfa Wealth Management
Massachusetts
$615K +$583 +19 +0.1%