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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 %
FPW
801
Flywheel Private Wealth
California
$210K -$142K -4,620 -40%
1CP
802
17 Capital Partners
Arizona
$208K +$208K +6,772 New
CT
803
Colonial Trust
South Carolina
$207K -$15.5K -504 -7%
SIAG
804
Safeguard Investment Advisory Group
California
$207K +$207K +6,757 New
EWA
805
EP Wealth Advisors
California
$206K -$31K -1,012 -13%
MAG
806
Mokosak Advisory Group
Iowa
$206K +$3.53K +115 +2%
RWB
807
RMR Wealth Builders
New Jersey
$206K +$1.41K +46 +0.7%
RWM
808
Ritholtz Wealth Management
New York
$205K -$16.3K -531 -7%
TAM
809
Tocqueville Asset Management
New York
$202K -$2.3K -75 -1%
VCP
810
Verus Capital Partners
Arizona
$201K
AA
811
Ancora Advisors
Ohio
$200K +$337 +11 +0.2%
WSC
812
Wellington Shields & Co
New York
$199K +$10.4K +340 +6%
MCI
813
MRP Capital Investments
Georgia
$192K +$48.3K +1,575 +34%
JEST
814
JTC Employer Solutions Trustee
Jersey
$190K
NEAM
815
New England Asset Management
Connecticut
$184K
WB
816
Webster Bank
Connecticut
$180K -$13.8K -450 -7%
AG
817
AmeriFlex Group
Nevada
$179K -$232K -7,570 -57%
JFGIW
818
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K
VWWMG
819
Vermillion & White Wealth Management Group
Pennsylvania
$169K
ZBNA
820
Zions Bancorporation, National Association
Utah
$169K
BLC
821
Brown, Lisle/Cummings
Rhode Island
$167K -$3.07K -100 -2%
MA
822
MCF Advisors
Kentucky
$167K +$167K +5,428 New
BNP Paribas Financial Markets
823
BNP Paribas Financial Markets
France
$165K +$163K +5,306 +6,633%
NL
824
NVWM LLC
Pennsylvania
$157K +$37.7K +1,228 +32%
RS
825
Rakuten Securities
Japan
$142K +$88.5K +2,885 +164%