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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
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K
VWWMG
827
Vermillion & White Wealth Management Group
Pennsylvania
$169K
ZBNA
828
Zions Bancorporation, National Association
Utah
$169K
BLC
829
Brown, Lisle/Cummings
Rhode Island
$167K
MA
830
MCF Advisors
Kentucky
$167K
BNP Paribas Financial Markets
831
BNP Paribas Financial Markets
France
$165K
NL
832
NVWM LLC
Pennsylvania
$157K
RS
833
Rakuten Securities
Japan
$142K
Kayne Anderson Rudnick Investment Management
834
Kayne Anderson Rudnick Investment Management
California
$141K
CIA
835
Choate Investment Advisors
Massachusetts
$140K
GM
836
GeoWealth Management
Illinois
$133K
HCM
837
Hollencrest Capital Management
California
$131K
WSCM
838
Wellington Shields Capital Management
New York
$126K
USB
839
Union Savings Bank
Connecticut
$111K
CA
840
Clearstead Advisors
Ohio
$109K
CSC
841
Cove Street Capital
California
$107K
BFP
842
Briaud Financial Planning
Texas
$106K
CPG
843
Cornerstone Planning Group
New Jersey
$96.8K
PCA
844
Providence Capital Advisors
North Carolina
$93.4K
VWM
845
Vermillion Wealth Management
Minnesota
$92.6K
BTD
846
BankPlus Trust Department
Mississippi
$92K
AFG
847
Albion Financial Group
Utah
$91.1K
AWM
848
Activest Wealth Management
Florida
$87.4K
TWM
849
Topsail Wealth Management
North Carolina
$84.4K
WOSD
850
WFA of San Diego
California
$83K