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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 %
MMCM
851
Murphy & Mullick Capital Management
New York
$70.5K
EB
852
Eastern Bank
Massachusetts
$66K
EC
853
Elequin Capital
New York
$65.6K -$28.8K -939 -31%
TFGT
854
TS Financial Group (TSFG)
Illinois
$64K +$122 +4 +0.2%
CFO
855
CVA Family Office
Colorado
$61.8K -$22.1K -720 -26%
VWM
856
Valley Wealth Managers
New Jersey
$61.7K -$40.4K -1,318 -40%
LFG
857
Larson Financial Group
Missouri
$60.3K -$15.9K -517 -21%
NEWAS
858
N.E.W. Advisory Services
Wisconsin
$58.4K
PK
859
Pflug Koory
Nebraska
$58K +$17.2K +560 +42%
TSMHT
860
Thurston Springer Miller Herd & Titak
Indiana
$53.2K +$6.14K +200 +13%
HBW
861
Hazlett, Burt & Watson
West Virginia
$52K +$456 +15 +0.9%
HWA
862
HHM Wealth Advisors
Tennessee
$51.8K
EWP
863
Elevation Wealth Partners
California
$47.6K
RF
864
Rossby Financial
Florida
$47.2K
TPCM
865
Templeton & Phillips Capital Management
Tennessee
$46.9K
BOJHT
866
Bank of Jackson Hole Trust
Wyoming
$46.3K -$16K -520 -26%
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$46K -$553K -18,009 -92%
JFG
868
JDM Financial Group
Texas
$43.1K
AW
869
Avion Wealth
Texas
$42K -$32.8K -1,080 -44%
SWA
870
SOA Wealth Advisors
New York
$42K -$1.86K -1,857 -4%
DWM
871
Darwin Wealth Management
Florida
$41.2K +$215 +7 +0.5%
TCA
872
Trifecta Capital Advisors
Illinois
$40.2K
OLVIG
873
Oliver Lagore Vanvalin Investment Group
Michigan
$38.1K +$38.1K +1,239 New
AWM
874
Atticus Wealth Management
Florida
$38K -$80.2K -2,615 -68%
S
875
Sachetta
Massachusetts
$35.3K