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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 %
EIP
651
Easterly Investment Partners
Massachusetts
$362K
SIC
652
Salem Investment Counselors
North Carolina
$361K -$71.9K -2,343 -17%
WCP
653
Wealthcare Capital Partners
Pennsylvania
$361K +$361K +11,775 New
ACP
654
Argyle Capital Partners
California
$357K
FFO
655
Fortitude Family Office
Arizona
$357K -$45.8K -1,493 -11%
M&T Bank
656
M&T Bank
New York
$355K -$89.4K -2,915 -20%
KWM
657
KFG Wealth Management
Indiana
$352K
SIS
658
Sound Income Strategies
Florida
$351K -$19.3K -629 -5%
PCA
659
Pallas Capital Advisors
Massachusetts
$350K -$95.4K -3,111 -21%
FA
660
Flagstar Advisors
New York
$347K +$12.1K +394 +4%
HP
661
Haven Private
Florida
$344K -$264K -8,600 -43%
VWM
662
Vigilare Wealth Management
Arizona
$342K -$213K -6,940 -38%
CWM
663
Calamos Wealth Management
Illinois
$342K
TAM
664
Titleist Asset Management
Texas
$341K +$31.8K +1,036 +10%
FWA
665
FSC Wealth Advisors
New York
$340K -$8.59K -280 -2%
NAS
666
NWF Advisory Services
California
$339K +$339K +11,064 New
GI
667
GLOBALT Investments
Georgia
$337K -$42.2K -1,374 -11%
AFS
668
AFG Fiduciary Services
Massachusetts
$336K +$6.38K +208 +2%
DW
669
Dodds Wealth
Colorado
$336K +$25.4K +829 +8%
TA
670
TPG Advisors
Illinois
$335K +$75.6K +2,463 +29%
MWM
671
Meridian Wealth Management
Kentucky
$332K +$17K +555 +5%
CFB
672
Cullen/Frost Bankers
Texas
$329K -$18K -588 -5%
TWC
673
TD Waterhouse Canada
Ontario, Canada
$329K -$30.6K -999 -9%
EIA
674
Edgemoor Investment Advisors
Maryland
$328K +$18.4K +600 +6%
VT
675
Vise Technologies
New York
$327K +$327K +10,675 New