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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 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: 322 | Existing positions reduced: 427

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
973
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
Financial Engines Advisors
751
Financial Engines Advisors
California
$264K
FTS
752
Fifth Third Securities
Ohio
$258K
ISL
753
Ingalls & Snyder LLC
New York
$258K
AC
754
Apella Capital
Connecticut
$256K
OA
755
Operose Advisors
Wisconsin
$255K
GWM
756
Greenwich Wealth Management
Connecticut
$253K
LCM
757
Lazari Capital Management
California
$252K
FFG
758
Fortem Financial Group
California
$251K
FFBTD
759
First Financial Bank - Trust Division
Ohio
$248K
DWT
760
Dorsey & Whitney Trust
South Dakota
$245K
FAIM
761
Financial Advocates Investment Management
Washington
$245K
CCP
762
Cunning Capital Partners
North Carolina
$245K
BC
763
Barrett & Company
Rhode Island
$245K
CMI
764
Clare Market Investments
Texas
$245K
PW
765
PUREfi Wealth
Massachusetts
$244K
MP
766
McDonald Partners
Ohio
$243K
MIM
767
Moseley Investment Management
Florida
$243K
STA
768
Summit Trail Advisors
New York
$242K
SWM
769
SilverOak Wealth Management
Minnesota
$241K
WAG
770
Winthrop Advisory Group
Massachusetts
$239K
WP
771
WealthShield Partners
North Carolina
$235K
RCWM
772
Red Crane Wealth Management
California
$234K
OIA
773
Optimum Investment Advisors
Illinois
$233K
CWM
774
C2C Wealth Management
Arizona
$233K
OFS
775
OneAscent Financial Services
Alabama
$232K