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iShares Preferred and Income Securities ETF

975 hedge funds and large institutions have $5.83B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 365 increasing their positions, 356 reducing their positions, and 77 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:

more funds holding in top 10

Funds holding in top 10:

0.16% less ownership

Funds ownership: 39.88%39.72% (-0.16%)

0% less funds holding

Funds holding: 977975 (-2)

37% less call options, than puts

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

Holders
975
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
$5.44M
Puts
$8.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
551
Wharton Business Group
Pennsylvania
$548K
MYIA
552
Mount Yale Investment Advisors
Colorado
$547K
EFG
553
Ehrlich Financial Group
California
$542K
WC
554
Whitney & Co
New York
$534K
CFP
555
Cascade Financial Partners
California
$529K
CIAS
556
Capital Investment Advisory Services
North Carolina
$528K
TA
557
TrueWealth Advisors
Alabama
$527K
BKA
558
Brick & Kyle Associates
Pennsylvania
$521K
BCWM
559
Bartlett & Co Wealth Management
Ohio
$519K
FF
560
Formulate Financial
Florida
$517K
ANC
561
Ames National Corp
Iowa
$516K
VA
562
Valmark Advisers
Ohio
$514K
PMA
563
Prudent Man Advisors
Illinois
$513K
MWM
564
Modera Wealth Management
New Jersey
$511K
AWM
565
AE Wealth Management
Kansas
$511K
BFA
566
Bragg Financial Advisors
North Carolina
$509K
WJA
567
Willis Johnson & Associates
Texas
$506K
Bank of Nova Scotia
568
Bank of Nova Scotia
Ontario, Canada
$503K
AMBIA
569
Allen Mooney & Barnes Investment Advisors
Georgia
$501K
SAM
570
Sawgrass Asset Management
Florida
$500K
MA
571
Mezzasalma Advisors
New Jersey
$500K
DCM
572
Delta Capital Management
New Jersey
$499K
OCM
573
One Capital Management
California
$493K
ECM
574
Evergreen Capital Management
Washington
$492K
GVAG
575
Great Valley Advisor Group
Delaware
$489K