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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
GVAG
551
Great Valley Advisor Group
Delaware
$500K
WJA
552
Willis Johnson & Associates
Texas
$500K
SWM
553
SeaCrest Wealth Management
New York
$498K
I
554
INVST
Indiana
$497K
MA
555
Montag & Associates
Georgia
$497K
PBF
556
Petix & Botte Financial
California
$495K
BFA
557
Bragg Financial Advisors
North Carolina
$494K
SWIG
558
Strategic Wealth Investment Group
Kentucky
$494K
LIA
559
LBMC Investment Advisors
Tennessee
$494K
Bank of Nova Scotia
560
Bank of Nova Scotia
Ontario, Canada
$488K
SAM
561
Sawgrass Asset Management
Florida
$485K
ECM
562
Evergreen Capital Management
Washington
$485K
FIM
563
FWL Investment Management
Texas
$484K
CKAIS
564
Christensen King & Associates Investment Services
Washington
$482K
OCM
565
One Capital Management
California
$478K
TWA
566
TCI Wealth Advisors
Arizona
$477K
AMBIA
567
Allen Mooney & Barnes Investment Advisors
Georgia
$477K
VHAM
568
Van Hulzen Asset Management
California
$477K
SM
569
Sweeney & Michel
California
$468K
EAMA
570
EFG Asset Management (Americas)
Florida
$467K
PWP
571
Principle Wealth Partners
Connecticut
$465K
BRM
572
Boston Research & Management
Massachusetts
$462K
RMAM
573
Raab & Moskowitz Asset Management
New Jersey
$461K
FFA
574
Farther Finance Advisors
California
$458K
PWP
575
Perfromance Wealth Partners
Illinois
$451K