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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
TFP
801
Traction Financial Partners
Wyoming
$216K
SMH
802
Sanders Morris Harris
Texas
$215K
AFA
803
Allium Financial Advisors
Oregon
$213K
AIC
804
Archer Investment Corporation
Indiana
$212K
WCA
805
Westover Capital Advisors
Delaware
$211K
SIG
806
Stonegate Investment Group
Alabama
$211K
VCA
807
Verdence Capital Advisors
Maryland
$210K
OA
808
Oxbow Advisors
Texas
$210K
FPW
809
Flywheel Private Wealth
California
$210K
1CP
810
17 Capital Partners
Arizona
$208K
CT
811
Colonial Trust
South Carolina
$207K
SIAG
812
Safeguard Investment Advisory Group
California
$207K
EWA
813
EP Wealth Advisors
California
$206K
MAG
814
Mokosak Advisory Group
Iowa
$206K
RWB
815
RMR Wealth Builders
New Jersey
$206K
RWM
816
Ritholtz Wealth Management
New York
$205K
TAM
817
Tocqueville Asset Management
New York
$202K
VCP
818
Verus Capital Partners
Arizona
$201K
AA
819
Ancora Advisors
Ohio
$200K
WSC
820
Wellington Shields & Co
New York
$199K
MCI
821
MRP Capital Investments
Georgia
$192K
JEST
822
JTC Employer Solutions Trustee
Jersey
$190K
NEAM
823
New England Asset Management
Connecticut
$184K
WB
824
Webster Bank
Connecticut
$180K
AG
825
AmeriFlex Group
Nevada
$179K