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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
MWPCG
651
Measured Wealth Private Client Group
New Hampshire
$364K
SW
652
Simplicity Wealth
New Jersey
$364K
KV
653
Kickstand Ventures
New York
$364K
FB
654
Fulton Bank
Pennsylvania
$363K
CWP
655
Core Wealth Partners
California
$363K
TCM
656
TD Capital Management
Tennessee
$362K
EIP
657
Easterly Investment Partners
Massachusetts
$362K
SIC
658
Salem Investment Counselors
North Carolina
$361K
WCP
659
Wealthcare Capital Partners
Pennsylvania
$361K
ACP
660
Argyle Capital Partners
California
$357K
FFO
661
Fortitude Family Office
Arizona
$357K
M&T Bank
662
M&T Bank
New York
$355K
KWM
663
KFG Wealth Management
Indiana
$352K
SIS
664
Sound Income Strategies
Florida
$351K
PCA
665
Pallas Capital Advisors
Massachusetts
$350K
FA
666
Flagstar Advisors
New York
$347K
HP
667
Haven Private
Florida
$344K
VWM
668
Vigilare Wealth Management
Arizona
$342K
CWM
669
Calamos Wealth Management
Illinois
$342K
TAM
670
Titleist Asset Management
Texas
$341K
FWA
671
FSC Wealth Advisors
New York
$340K
NAS
672
NWF Advisory Services
California
$339K
GI
673
GLOBALT Investments
Georgia
$337K
AFS
674
AFG Fiduciary Services
Massachusetts
$336K
DW
675
Dodds Wealth
Colorado
$336K