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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 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:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
FB
651
Fulton Bank
Pennsylvania
$363K
CWP
652
Core Wealth Partners
California
$363K
TCM
653
TD Capital Management
Tennessee
$362K
EIP
654
Easterly Investment Partners
Massachusetts
$362K
SIC
655
Salem Investment Counselors
North Carolina
$361K
WCP
656
Wealthcare Capital Partners
Pennsylvania
$361K
ACP
657
Argyle Capital Partners
California
$357K
FFO
658
Fortitude Family Office
Arizona
$357K
M&T Bank
659
M&T Bank
New York
$355K
KWM
660
KFG Wealth Management
Indiana
$352K
SIS
661
Sound Income Strategies
Florida
$351K
PCA
662
Pallas Capital Advisors
Massachusetts
$350K
FA
663
Flagstar Advisors
New York
$347K
HP
664
Haven Private
Florida
$344K
VWM
665
Vigilare Wealth Management
Arizona
$342K
CWM
666
Calamos Wealth Management
Illinois
$342K
TAM
667
Titleist Asset Management
Texas
$341K
FWA
668
FSC Wealth Advisors
New York
$340K
NAS
669
NWF Advisory Services
California
$339K
GI
670
GLOBALT Investments
Georgia
$337K
AFS
671
AFG Fiduciary Services
Massachusetts
$336K
DW
672
Dodds Wealth
Colorado
$336K
TA
673
TPG Advisors
Illinois
$335K
MWM
674
Meridian Wealth Management
Kentucky
$332K
CFB
675
Cullen/Frost Bankers
Texas
$329K