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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
WCA
801
Westover Capital Advisors
Delaware
$211K
SIG
802
Stonegate Investment Group
Alabama
$211K
VCA
803
Verdence Capital Advisors
Maryland
$210K
OA
804
Oxbow Advisors
Texas
$210K
FPW
805
Flywheel Private Wealth
California
$210K
1CP
806
17 Capital Partners
Arizona
$208K
CT
807
Colonial Trust
South Carolina
$207K
SIAG
808
Safeguard Investment Advisory Group
California
$207K
EWA
809
EP Wealth Advisors
California
$206K
MAG
810
Mokosak Advisory Group
Iowa
$206K
RWB
811
RMR Wealth Builders
New Jersey
$206K
RWM
812
Ritholtz Wealth Management
New York
$205K
TAM
813
Tocqueville Asset Management
New York
$202K
VCP
814
Verus Capital Partners
Arizona
$201K
AA
815
Ancora Advisors
Ohio
$200K
WSC
816
Wellington Shields & Co
New York
$199K
MCI
817
MRP Capital Investments
Georgia
$192K
JEST
818
JTC Employer Solutions Trustee
Jersey
$190K
NEAM
819
New England Asset Management
Connecticut
$184K
WB
820
Webster Bank
Connecticut
$180K
AG
821
AmeriFlex Group
Nevada
$179K
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K
VWWMG
823
Vermillion & White Wealth Management Group
Pennsylvania
$169K
ZBNA
824
Zions Bancorporation, National Association
Utah
$169K
BLC
825
Brown, Lisle/Cummings
Rhode Island
$167K