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iShares Preferred and Income Securities ETF

966 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 67 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-43
Holders Change %
-4.26%
% of All Funds
12.95%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
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 %
OA
751
Operose Advisors
Wisconsin
$255K -$50.1K -1,633 -16%
GWM
752
Greenwich Wealth Management
Connecticut
$253K -$11.4K -371 -4%
LCM
753
Lazari Capital Management
California
$252K
FFG
754
Fortem Financial Group
California
$251K -$160K -5,222 -39%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$248K
DWT
756
Dorsey & Whitney Trust
South Dakota
$245K
FAIM
757
Financial Advocates Investment Management
Washington
$245K -$3.4M -110,779 -93%
CCP
758
Cunning Capital Partners
North Carolina
$245K +$245K +8,000 New
BC
759
Barrett & Company
Rhode Island
$245K -$13.2K -429 -5%
CMI
760
Clare Market Investments
Texas
$245K +$951 +31 +0.4%
PW
761
PUREfi Wealth
Massachusetts
$244K
MP
762
McDonald Partners
Ohio
$243K
MIM
763
Moseley Investment Management
Florida
$243K -$20.5K -667 -8%
STA
764
Summit Trail Advisors
New York
$242K +$242K +7,900 New
SWM
765
SilverOak Wealth Management
Minnesota
$241K +$241K +7,865 New
WAG
766
Winthrop Advisory Group
Massachusetts
$239K -$46K -1,500 -16%
WP
767
WealthShield Partners
North Carolina
$235K -$90.3K -2,942 -28%
RCWM
768
Red Crane Wealth Management
California
$234K -$7.33K -239 -3%
OIA
769
Optimum Investment Advisors
Illinois
$233K
CWM
770
C2C Wealth Management
Arizona
$233K -$9.88K -322 -4%
OFS
771
OneAscent Financial Services
Alabama
$232K +$232K +7,551 New
AA
772
Apriem Advisors
California
$232K -$42.4K -1,383 -15%
NG
773
Norden Group
Utah
$231K -$55.2K -1,800 -19%
CGA
774
Crescent Grove Advisors
Illinois
$231K -$1.2M -39,014 -84%
BSHC
775
Breed's Hill Capital
Massachusetts
$231K