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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
DA
501
Dover Advisors
Virginia
$619K
MWM
502
Melfa Wealth Management
Massachusetts
$615K
WIC
503
Woodmont Investment Counsel
Tennessee
$611K
RTC
504
Real Talk Capital
Tennessee
$604K
AWA
505
Arete Wealth Advisors
Illinois
$603K
BL
506
BCWM LLC
Kansas
$597K
AWE
507
Avidian Wealth Enterprises
Texas
$596K
KA
508
Kovack Advisors
Florida
$595K
WC
509
Whitney & Co
New York
$594K
BPA
510
Beacon Pointe Advisors
California
$593K
KLCM
511
KG&L Capital Management
Louisiana
$587K
MCA
512
MSH Capital Advisors
Arizona
$584K
AGWCA
513
Annis Gardner Whiting Capital Advisors
Florida
$580K
MA
514
MONECO Advisors
Connecticut
$579K
TA
515
TrueWealth Advisors
Alabama
$579K
CFD
516
Creative Financial Designs
Indiana
$578K
SWP
517
Summit Wealth Partners
Florida
$576K
EAM
518
Everstar Asset Management
North Carolina
$574K
MWM
519
Mission Wealth Management
California
$574K
IA
520
Integrity Alliance
Iowa
$573K
PP
521
Patten & Patten
Tennessee
$572K
EDRH
522
Edmond de Rothschild Holding
Switzerland
$571K
SCA
523
STALEY CAPITAL ADVISERS
Pennsylvania
$568K
VA
524
Valmark Advisers
Ohio
$567K
CPA
525
Cardiff Park Advisors
California
$566K