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iShares Preferred and Income Securities ETF

968 hedge funds and large institutions have $5.81B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 364 increasing their positions, 351 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 975968 (-7)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.44M
Puts
$8.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
551
Cascade Financial Partners
California
$529K
CIAS
552
Capital Investment Advisory Services
North Carolina
$528K
TA
553
TrueWealth Advisors
Alabama
$527K
BKA
554
Brick & Kyle Associates
Pennsylvania
$521K
BCWM
555
Bartlett & Co Wealth Management
Ohio
$519K
FF
556
Formulate Financial
Florida
$517K
ANC
557
Ames National Corp
Iowa
$516K
VA
558
Valmark Advisers
Ohio
$514K
PMA
559
Prudent Man Advisors
Illinois
$513K
MWM
560
Modera Wealth Management
New Jersey
$511K
AWM
561
AE Wealth Management
Kansas
$511K
BFA
562
Bragg Financial Advisors
North Carolina
$509K
WJA
563
Willis Johnson & Associates
Texas
$506K
Bank of Nova Scotia
564
Bank of Nova Scotia
Ontario, Canada
$503K
AMBIA
565
Allen Mooney & Barnes Investment Advisors
Georgia
$501K
SAM
566
Sawgrass Asset Management
Florida
$500K
MA
567
Mezzasalma Advisors
New Jersey
$500K
DCM
568
Delta Capital Management
New Jersey
$499K
OCM
569
One Capital Management
California
$493K
ECM
570
Evergreen Capital Management
Washington
$492K
GVAG
571
Great Valley Advisor Group
Delaware
$489K
NW
572
NewEdge Wealth
Pennsylvania
$484K
EAMA
573
EFG Asset Management (Americas)
Florida
$482K
VHAM
574
Van Hulzen Asset Management
California
$479K
BBL
575
Beck Bode LLC
Massachusetts
$478K