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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
MWM
576
Mission Wealth Management
California
$478K
CKAIS
577
Christensen King & Associates Investment Services
Washington
$475K
AFP
578
Ausdal Financial Partners
Iowa
$474K
SWM
579
SeaCrest Wealth Management
New York
$469K
SWP
580
Strategic Wealth Partners
Ohio
$468K
PWP
581
Perfromance Wealth Partners
Illinois
$465K
CFS
582
CRA Financial Services
New Jersey
$463K
HIM
583
Hillsdale Investment Management
Ontario, Canada
$461K
WWM
584
Western Wealth Management
Colorado
$460K
FNBT
585
FineMark National Bank & Trust
Florida
$458K
PP
586
Patten & Patten
Tennessee
$458K
UB
587
UMB Bank
Missouri
$454K
CWP
588
Cyndeo Wealth Partners
Florida
$453K
TPW
589
Tiller Private Wealth
Pennsylvania
$451K
KA
590
Klingman & Associates
New York
$450K
PWP
591
Principle Wealth Partners
Connecticut
$448K
BHWM
592
Bar Harbor Wealth Management
New Hampshire
$448K
1L
593
10Elms LLP
Oklahoma
$446K
EWA
594
Evolution Wealth Advisors
Florida
$445K
CAM
595
Creekmur Asset Management
Illinois
$445K
DA
596
Detalus Advisors
Missouri
$443K
HIA
597
Harbor Investment Advisory
Maryland
$442K
MA
598
Montag & Associates
Georgia
$441K
SM
599
Sweeney & Michel
California
$440K
BRM
600
Boston Research & Management
Massachusetts
$440K