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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
SMC
626
Smith, Moore & Co
Missouri
$386K
CCB
627
Country Club Bank
Missouri
$386K
CCAL
628
City Center Advisors LLC
Michigan
$386K
DWA
629
Douglass Winthrop Advisors
New York
$384K
TWM
630
Tradition Wealth Management
Minnesota
$383K
CAM
631
Creekmur Asset Management
Illinois
$382K
WA
632
Westfuller Advisors
New York
$382K
NWM
633
Northcape Wealth Management
New York
$381K
EP
634
Edgestream Partners
New Jersey
$379K
UBV
635
United Bank (Virginia)
Virginia
$378K
QFA
636
Quattro Financial Advisors
Texas
$377K
WHC
637
Wulff, Hansen & Co
California
$374K
MWM
638
Modera Wealth Management
New Jersey
$373K
IA
639
Inspire Advisors
Idaho
$372K
Group One Trading
640
Group One Trading
Illinois
$372K
WDG
641
Wealth Dimensions Group
Ohio
$371K
LA
642
Lifeworks Advisors
Michigan
$371K
FIA
643
Foundations Investment Advisors
Arizona
$370K
BC
644
Burney Company
Virginia
$370K
AIM
645
Advyzon Investment Management
Illinois
$369K
CTC
646
Central Trust Company
Missouri
$368K
JP Morgan Chase
647
JP Morgan Chase
New York
$368K
FHC
648
First Heartland Consultants
Missouri
$367K
PMSA
649
Patrick M. Sweeney & Associates
Illinois
$365K
CTWM
650
Cherry Tree Wealth Management
Minnesota
$365K