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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 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:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
SCA
526
STALEY CAPITAL ADVISERS
Pennsylvania
$568K
VA
527
Valmark Advisers
Ohio
$567K
CPA
528
Cardiff Park Advisors
California
$566K
VWA
529
VERITY Wealth Advisors
United States
$564K
GS
530
GWN Securities
Florida
$559K
CFS
531
Coordinated Financial Services
Colorado
$557K
BBL
532
Beck Bode LLC
Massachusetts
$554K
CIBC World Market
533
CIBC World Market
Ontario, Canada
$549K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$547K
KWA
535
Kingswood Wealth Advisors
California
$547K
First Manhattan
536
First Manhattan
New York
$544K
CA
537
CoreCap Advisors
Michigan
$542K
AWM
538
Avior Wealth Management
Nebraska
$533K
SCM
539
Sage Capital Management
New Jersey
$533K
WBG
540
Wharton Business Group
Pennsylvania
$532K
EFG
541
Ehrlich Financial Group
California
$531K
ACA
542
Aptus Capital Advisors
Alabama
$529K
BKA
543
Brick & Kyle Associates
Pennsylvania
$527K
PCFFS
544
Pacific Center for Financial Services
California
$524K
MA
545
Mezzasalma Advisors
New Jersey
$520K
PCM
546
Princeton Capital Management
New Jersey
$518K
AWM
547
AE Wealth Management
Kansas
$518K
AAS
548
Annex Advisory Services
Wisconsin
$516K
DCM
549
Delta Capital Management
New Jersey
$515K
CIAS
550
Capital Investment Advisory Services
North Carolina
$512K