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iShares Preferred and Income Securities ETF

967 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 68 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
-42
Holders Change %
-4.16%
% of All Funds
12.97%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
68
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 %
WA
626
Westfuller Advisors
New York
$382K +$1.29K +42 +0.3%
NWM
627
Northcape Wealth Management
New York
$381K -$6.14K -200 -2%
EP
628
Edgestream Partners
New Jersey
$379K -$217K -7,087 -36%
UBV
629
United Bank (Virginia)
Virginia
$378K
QFA
630
Quattro Financial Advisors
Texas
$377K
WHC
631
Wulff, Hansen & Co
California
$374K -$32.8K -1,070 -8%
MWM
632
Modera Wealth Management
New Jersey
$373K +$62.6K +2,042 +20%
IA
633
Inspire Advisors
Idaho
$372K
Group One Trading
634
Group One Trading
Illinois
$372K +$372K +12,121 New
WDG
635
Wealth Dimensions Group
Ohio
$371K -$46.3K -1,509 -11%
LA
636
Lifeworks Advisors
Michigan
$371K -$138K -4,489 -27%
FIA
637
Foundations Investment Advisors
Arizona
$370K +$370K +12,073 New
BC
638
Burney Company
Virginia
$370K -$4.76K -155 -1%
AIM
639
Advyzon Investment Management
Illinois
$369K -$27.4K -894 -7%
CTC
640
Central Trust Company
Missouri
$368K -$108K -3,524 -23%
JPMorgan Chase & Co
641
JPMorgan Chase & Co
New York
$368K -$15.7M -511,418 -98%
FHC
642
First Heartland Consultants
Missouri
$367K +$920 +30 +0.3%
PMSA
643
Patrick M. Sweeney & Associates
Illinois
$365K +$27.3K +881 +8%
CTWM
644
Cherry Tree Wealth Management
Minnesota
$365K -$90.5K -2,951 -20%
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$364K +$92 +3 +0%
SW
646
Simplicity Wealth
New Jersey
$364K -$860K -28,025 -70%
KV
647
Kickstand Ventures
New York
$364K +$430 +14 +0.1%
FB
648
Fulton Bank
Pennsylvania
$363K
CWP
649
Core Wealth Partners
California
$363K
TCM
650
TD Capital Management
Tennessee
$362K +$1.17K +38 +0.3%