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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 %
CFS
526
Coordinated Financial Services
Colorado
$557K +$48.8K +1,591 +10%
BBL
527
Beck Bode LLC
Massachusetts
$554K -$245K -7,982 -31%
CIBC World Market
528
CIBC World Market
Ontario, Canada
$549K +$62.2K +2,028 +13%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$547K -$19.9K -649 -4%
KWA
530
Kingswood Wealth Advisors
California
$547K +$27.1K +883 +5%
First Manhattan
531
First Manhattan
New York
$544K
CA
532
CoreCap Advisors
Michigan
$542K +$15.5K +506 +3%
AWM
533
Avior Wealth Management
Nebraska
$533K -$56.5K -1,842 -10%
SCM
534
Sage Capital Management
New Jersey
$533K +$2.45K +80 +0.5%
WBG
535
Wharton Business Group
Pennsylvania
$532K -$345K -11,255 -39%
EFG
536
Ehrlich Financial Group
California
$531K +$171K +5,564 +47%
ACA
537
Aptus Capital Advisors
Alabama
$529K +$259K +8,450 +96%
BKA
538
Brick & Kyle Associates
Pennsylvania
$527K +$527K +16,768 New
PCFFS
539
Pacific Center for Financial Services
California
$524K +$9.02K +294 +2%
MA
540
Mezzasalma Advisors
New Jersey
$520K +$7.06K +230 +1%
PCM
541
Princeton Capital Management
New Jersey
$518K +$151K +4,920 +41%
AWM
542
AE Wealth Management
Kansas
$518K -$695K -22,649 -57%
AAS
543
Annex Advisory Services
Wisconsin
$516K -$140K -4,565 -21%
DCM
544
Delta Capital Management
New Jersey
$515K -$9.2K -300 -2%
CIAS
545
Capital Investment Advisory Services
North Carolina
$512K +$411K +13,397 +408%
SC
546
Stolper & Co
Oklahoma
$509K +$33.8K +1,104 +7%
WWM
547
Western Wealth Management
Colorado
$506K -$139K -4,542 -22%
NW
548
NewEdge Wealth
Pennsylvania
$504K +$69.6K +2,242 +16%
GVAG
549
Great Valley Advisor Group
Delaware
$500K +$26K +848 +5%
WJA
550
Willis Johnson & Associates
Texas
$500K +$31.3K +1,021 +7%