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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 %
SWM
551
SeaCrest Wealth Management
New York
$498K -$555K -18,105 -53%
MA
552
Montag & Associates
Georgia
$497K -$278K -9,061 -36%
PBF
553
Petix & Botte Financial
California
$495K +$2.27K +74 +0.5%
BFA
554
Bragg Financial Advisors
North Carolina
$494K
SWIG
555
Strategic Wealth Investment Group
Kentucky
$494K +$52.3K +1,704 +12%
LIA
556
LBMC Investment Advisors
Tennessee
$494K -$210K -6,829 -30%
Bank of Nova Scotia
557
Bank of Nova Scotia
Ontario, Canada
$488K -$568K -18,500 -54%
SAM
558
Sawgrass Asset Management
Florida
$485K
ECM
559
Evergreen Capital Management
Washington
$485K +$5.4K +176 +1%
FIM
560
FWL Investment Management
Texas
$484K -$19.5K -637 -4%
CKAIS
561
Christensen King & Associates Investment Services
Washington
$482K -$94.1K -3,068 -16%
OCM
562
One Capital Management
California
$478K +$8.81K +287 +2%
TWA
563
TCI Wealth Advisors
Arizona
$477K +$21.8K +712 +5%
AMBIA
564
Allen Mooney & Barnes Investment Advisors
Georgia
$477K +$39.1K +1,274 +9%
VHAM
565
Van Hulzen Asset Management
California
$477K -$6.2K -202 -1%
SM
566
Sweeney & Michel
California
$468K +$6.96K +223 +2%
EAMA
567
EFG Asset Management (Americas)
Florida
$467K -$9.17K -299 -2%
PWP
568
Principle Wealth Partners
Connecticut
$465K
BRM
569
Boston Research & Management
Massachusetts
$462K -$18.6K -605 -4%
RMAM
570
Raab & Moskowitz Asset Management
New Jersey
$461K -$90.8K -2,960 -16%
FFA
571
Farther Finance Advisors
California
$458K -$192K -6,243 -30%
PWP
572
Perfromance Wealth Partners
Illinois
$451K -$123 -4 -0%
FNBT
573
FineMark National Bank & Trust
Florida
$445K -$57.1K -1,860 -11%
CFS
574
CRA Financial Services
New Jersey
$443K +$51.4K +1,676 +13%
Brown Advisory
575
Brown Advisory
Maryland
$442K