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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
CG
751
CFO4Life Group
Texas
$265K
MCFP
752
Mallini Complete Financial Planning
Florida
$264K
JHCP
753
Jackson Hole Capital Partners
Oklahoma
$264K
Financial Engines Advisors
754
Financial Engines Advisors
California
$264K
FTS
755
Fifth Third Securities
Ohio
$258K
ISL
756
Ingalls & Snyder LLC
New York
$258K
AC
757
Apella Capital
Connecticut
$256K
OA
758
Operose Advisors
Wisconsin
$255K
GWM
759
Greenwich Wealth Management
Connecticut
$253K
LCM
760
Lazari Capital Management
California
$252K
FFG
761
Fortem Financial Group
California
$251K
FFBTD
762
First Financial Bank - Trust Division
Ohio
$248K
DWT
763
Dorsey & Whitney Trust
South Dakota
$245K
FAIM
764
Financial Advocates Investment Management
Washington
$245K
CCP
765
Cunning Capital Partners
North Carolina
$245K
BC
766
Barrett & Company
Rhode Island
$245K
CMI
767
Clare Market Investments
Texas
$245K
PW
768
PUREfi Wealth
Massachusetts
$244K
MP
769
McDonald Partners
Ohio
$243K
MIM
770
Moseley Investment Management
Florida
$243K
STA
771
Summit Trail Advisors
New York
$242K
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K
SWM
773
SilverOak Wealth Management
Minnesota
$241K
WAG
774
Winthrop Advisory Group
Massachusetts
$239K
WP
775
WealthShield Partners
North Carolina
$235K