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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
SC
551
Stolper & Co
Oklahoma
$509K
WWM
552
Western Wealth Management
Colorado
$506K
NW
553
NewEdge Wealth
Pennsylvania
$504K
GVAG
554
Great Valley Advisor Group
Delaware
$500K
WJA
555
Willis Johnson & Associates
Texas
$500K
SWM
556
SeaCrest Wealth Management
New York
$498K
I
557
INVST
Indiana
$497K
MA
558
Montag & Associates
Georgia
$497K
PBF
559
Petix & Botte Financial
California
$495K
BFA
560
Bragg Financial Advisors
North Carolina
$494K
SWIG
561
Strategic Wealth Investment Group
Kentucky
$494K
LIA
562
LBMC Investment Advisors
Tennessee
$494K
Bank of Nova Scotia
563
Bank of Nova Scotia
Ontario, Canada
$488K
SAM
564
Sawgrass Asset Management
Florida
$485K
ECM
565
Evergreen Capital Management
Washington
$485K
FIM
566
FWL Investment Management
Texas
$484K
CKAIS
567
Christensen King & Associates Investment Services
Washington
$482K
OCM
568
One Capital Management
California
$478K
TWA
569
TCI Wealth Advisors
Arizona
$477K
AMBIA
570
Allen Mooney & Barnes Investment Advisors
Georgia
$477K
VHAM
571
Van Hulzen Asset Management
California
$477K
SM
572
Sweeney & Michel
California
$468K
EAMA
573
EFG Asset Management (Americas)
Florida
$467K
PWP
574
Principle Wealth Partners
Connecticut
$465K
BRM
575
Boston Research & Management
Massachusetts
$462K