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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
12.96%
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 %
FMP
701
Financial Management Professionals
Texas
$304K -$19.9K -649 -6%
IAG
702
Investmark Advisory Group
Connecticut
$304K +$8.87K +289 +3%
XT
703
XTX Topco
Cayman Islands
$304K +$304K +9,900 New
BB
704
Bell Bank
North Dakota
$299K
JIC
705
Joel Isaacson & Co
New York
$299K -$12.6K -411 -4%
AP
706
Americana Partners
Texas
$295K +$58.7K +1,912 +25%
AA
707
Armis Advisers
Georgia
$295K +$58K +1,857 +24%
A
708
Argentarii
Ohio
$295K +$295K +9,602 New
LAM
709
L2 Asset Management
Massachusetts
$294K +$294K +9,599 New
GI
710
Gradient Investments
Minnesota
$294K -$3.07K -100 -1%
MFG
711
Midwest Financial Group
Kansas
$293K
IFA
712
Interactive Financial Advisors
Illinois
$290K -$38.3K -1,249 -12%
FWM
713
Finer Wealth Management
Massachusetts
$289K -$85.5K -2,786 -23%
KWS
714
Keystone Wealth Services
California
$288K -$10.1K -329 -3%
BTC
715
Bank & Trust Company
Illinois
$288K
B
716
Bensler
Washington
$287K -$1.9K -62 -0.7%
GG
717
GenWealth Group
New Jersey
$287K
SWGC
718
Summit Wealth Group (Colorado)
Colorado
$287K +$287K +9,341 New
PAG
719
Powers Advisory Group
Illinois
$287K -$49.9K -1,625 -15%
SP
720
Symmetry Partners
Connecticut
$283K +$283K +9,227 New
IW
721
Instrumental Wealth
Florida
$282K +$3.62K +117 +1%
WCG
722
Weaver Consulting Group
California
$282K -$16K -521 -5%
EGA
723
E&G Advisors
Texas
$282K
CCG
724
Chatham Capital Group
Georgia
$282K -$32.2K -1,050 -10%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$282K -$30.9K -1,006 -10%