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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
12.95%
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 %
SWP
576
Strategic Wealth Partners
Ohio
$441K +$441K +14,383 New
UB
577
UMB Bank
Missouri
$440K
CWP
578
Cyndeo Wealth Partners
Florida
$440K -$98.3K -3,205 -18%
PMA
579
Prudent Man Advisors
Illinois
$439K +$39.9K +1,300 +10%
KA
580
Klingman & Associates
New York
$436K +$6.26K +204 +1%
1L
581
10Elms LLP
Oklahoma
$433K -$3.99K -130 -0.9%
EWA
582
Evolution Wealth Advisors
Florida
$432K
DA
583
Detalus Advisors
Missouri
$430K
HIA
584
Harbor Investment Advisory
Maryland
$429K
BHWM
585
Bar Harbor Wealth Management
New Hampshire
$429K +$7.18K +234 +2%
RWM
586
Rialto Wealth Management
New York
$426K
AAP
587
Arax Advisory Partners
Colorado
$422K -$202K -6,485 -32%
AIS
588
AM Investment Strategies
Tennessee
$419K +$3.65K +119 +0.9%
BAM
589
Belpointe Asset Management
Nevada
$417K +$60.6K +1,974 +17%
GWSG
590
GPS Wealth Strategies Group
Colorado
$417K -$2.52K -82 -0.6%
HCP
591
Hexagon Capital Partners
Arkansas
$416K +$460 +15 +0.1%
MCA
592
Magnolia Capital Advisors
Mississippi
$416K -$23.7K -773 -5%
WW
593
Westshore Wealth
California
$415K -$73.6K -2,400 -15%
EA
594
Eclectic Associates
California
$415K +$828 +27 +0.2%
VAG
595
VisionPoint Advisory Group
Texas
$414K -$19.7K -643 -5%
PJSIMP
596
P.J. Schmidt Investment Management (PJS)
Wisconsin
$414K -$253K -8,259 -38%
TSWM
597
Tyler-Stone Wealth Management
Ohio
$413K +$1.75K +57 +0.4%
Bank of New York Mellon
598
Bank of New York Mellon
New York
$411K -$89.3K -2,911 -18%
GIM
599
Glenmede Investment Management
Pennsylvania
$409K +$409K +13,334 New
PP
600
Prudential plc
United Kingdom
$408K