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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 %
FMC
776
First Merchants Corp
Indiana
$228K -$19.9K -649 -8%
IWP
777
Insight Wealth Partners
Texas
$228K
MLA
778
My Legacy Advisors
Oregon
$228K -$89.9K -2,868 -28%
AWS
779
Arkfeld Wealth Strategies
Nebraska
$227K +$18.7K +605 +9%
AWP
780
Axis Wealth Partners
Rhode Island
$225K -$6.2K -202 -3%
AA
781
Alesco Advisors
New York
$225K +$15.6K +510 +7%
BA
782
Bristlecone Advisors
Washington
$224K -$85K -2,769 -27%
ZIM
783
Zacks Investment Management
Illinois
$224K +$1.63K +53 +0.7%
AF
784
Advisornet Financial
Minnesota
$224K +$9.36K +305 +4%
WA
785
Wealthstar Advisors
Texas
$224K -$2.12K -69 -0.9%
WFA
786
Websterrogers Financial Advisors
South Carolina
$223K -$69.3K -2,260 -24%
TCM
787
Triumph Capital Management
Colorado
$222K -$191K -6,225 -46%
KFI
788
Key Financial Inc
Pennsylvania
$222K +$6.35K +207 +3%
PWM
789
Pines Wealth Management
North Carolina
$220K
HAG
790
HF Advisory Group
Maryland
$220K +$3.65K +119 +2%
TCM
791
Tran Capital Management
California
$218K
CP
792
Cumberland Partners
Ontario, Canada
$216K +$216K +7,030 New
TFP
793
Traction Financial Partners
Wyoming
$216K +$216K +7,025 New
SMH
794
Sanders Morris Harris
Texas
$215K
AFA
795
Allium Financial Advisors
Oregon
$213K
AIC
796
Archer Investment Corporation
Indiana
$212K +$61 +2 +0%
WCA
797
Westover Capital Advisors
Delaware
$211K -$9.17M -298,922 -98%
SIG
798
Stonegate Investment Group
Alabama
$211K
VCA
799
Verdence Capital Advisors
Maryland
$210K
OA
800
Oxbow Advisors
Texas
$210K