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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 %
WIC
501
Woodmont Investment Counsel
Tennessee
$611K
RTC
502
Real Talk Capital
Tennessee
$604K -$28.8K -940 -5%
AWA
503
Arete Wealth Advisors
Illinois
$603K -$58K -1,890 -9%
BL
504
BCWM LLC
Kansas
$597K -$161K -5,234 -21%
AWE
505
Avidian Wealth Enterprises
Texas
$596K -$2.42K -79 -0.4%
KA
506
Kovack Advisors
Florida
$595K -$119K -3,864 -17%
WC
507
Whitney & Co
New York
$594K
BPA
508
Beacon Pointe Advisors
California
$593K -$24K -783 -4%
KLCM
509
KG&L Capital Management
Louisiana
$587K +$5.31K +173 +0.9%
MCA
510
MSH Capital Advisors
Arizona
$584K +$16.7K +543 +3%
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$580K
MA
512
MONECO Advisors
Connecticut
$579K +$2.12K +69 +0.4%
TA
513
TrueWealth Advisors
Alabama
$579K -$314K -10,238 -35%
CFD
514
Creative Financial Designs
Indiana
$578K +$6.04K +197 +1%
SWP
515
Summit Wealth Partners
Florida
$576K -$107K -3,493 -16%
EAM
516
Everstar Asset Management
North Carolina
$574K +$53.5K +1,743 +10%
MWM
517
Mission Wealth Management
California
$574K -$209K -6,812 -27%
IA
518
Integrity Alliance
Iowa
$573K +$13.5K +441 +2%
PP
519
Patten & Patten
Tennessee
$572K -$200K -6,525 -26%
EDRH
520
Edmond de Rothschild Holding
Switzerland
$571K -$24.5K -800 -4%
SCA
521
STALEY CAPITAL ADVISERS
Pennsylvania
$568K
VA
522
Valmark Advisers
Ohio
$567K -$5.74K -187 -1%
CPA
523
Cardiff Park Advisors
California
$566K +$11.9K +388 +2%
VWA
524
VERITY Wealth Advisors
United States
$564K
GS
525
GWN Securities
Florida
$559K -$4.05M -131,831 -88%