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iShares Preferred and Income Securities ETF

970 hedge funds and large institutions have $5.35B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 321 increasing their positions, 426 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: 321 | Existing positions reduced: 426

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
970
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
PFA
51
Pure Financial Advisors
California
$17.2M
Cerity Partners
52
Cerity Partners
New York
$17M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$15.9M
Renaissance Technologies
54
Renaissance Technologies
New York
$15.5M
PI
55
Parkside Investments
Illinois
$15.2M
SWP
56
Stratos Wealth Partners
Ohio
$15.1M
KAS
57
Kestra Advisory Services
Texas
$15.1M
NCM
58
Northside Capital Management
Oregon
$14.7M
HF
59
HRT Financial
New York
$14.3M
RSWM
60
Robertson Stephens Wealth Management
California
$13.8M
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$13.7M
SIA
62
SeaBridge Investment Advisors
New Jersey
$13.5M
SPIA
63
Steward Partners Investment Advisory
New York
$13.5M
SS
64
SBI Securities
Japan
$13.4M
CS
65
Capital Square
Tennessee
$12.7M
FCBT
66
First Citizens Bank & Trust
North Carolina
$12.7M
FBB
67
Fulton Breakefield Broenniman
Maryland
$12.7M
RIA
68
Regal Investment Advisors
Michigan
$12.6M
CI
69
Conning Inc
Connecticut
$12M
HCM
70
Hilton Capital Management
New York
$11.4M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$11M
NA
72
NewEdge Advisors
Louisiana
$11M
GLA
73
Good Life Advisors
Pennsylvania
$10.5M
PAS
74
Park Avenue Securities
New York
$10.5M
SCTC
75
Sanibel Captiva Trust Company
Florida
$10.5M