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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
12.96%
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 %
Kayne Anderson Rudnick Investment Management
826
Kayne Anderson Rudnick Investment Management
California
$141K -$4.16M -136,238 -97%
CIA
827
Choate Investment Advisors
Massachusetts
$140K +$140K +4,570 New
GM
828
GeoWealth Management
Illinois
$133K +$133K +4,328 New
HCM
829
Hollencrest Capital Management
California
$131K +$2.24K +73 +2%
WSCM
830
Wellington Shields Capital Management
New York
$126K +$15.5K +505 +14%
USB
831
Union Savings Bank
Connecticut
$111K
CA
832
Clearstead Advisors
Ohio
$109K -$12.3K -401 -10%
CSC
833
Cove Street Capital
California
$107K
BFP
834
Briaud Financial Planning
Texas
$106K +$9.34K +305 +10%
CPG
835
Cornerstone Planning Group
New Jersey
$96.8K +$91.6K +2,935 +1,747%
PCA
836
Providence Capital Advisors
North Carolina
$93.4K +$93.4K +3,045 New
VWM
837
Vermillion Wealth Management
Minnesota
$92.6K -$42.7K -1,390 -32%
BTD
838
BankPlus Trust Department
Mississippi
$92K
AFG
839
Albion Financial Group
Utah
$91.1K -$552 -18 -0.6%
AWM
840
Activest Wealth Management
Florida
$87.4K
TWM
841
Topsail Wealth Management
North Carolina
$84.4K
WOSD
842
WFA of San Diego
California
$83K +$83K +2,706 New
BPAMU
843
BTG Pactual Asset Management US
New York
$82.6K
RMC
844
Resources Management Corp
Connecticut
$80K +$80K +2,600 New
PP
845
Pacifica Partners
Canada
$76.9K -$30.3K -991 -28%
OSAM
846
O'Shaughnessy Asset Management
Connecticut
$76.7K
PW
847
Pandora Wealth
Illinois
$76.7K
WIM
848
Westside Investment Management
California
$75.4K -$24.4K -795 -24%
MFT
849
Moisand Fitzgerald Tamayo
Florida
$74.6K
FFA
850
Founders Financial Alliance
North Carolina
$74K -$58.5K -1,906 -44%