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iShares Preferred and Income Securities ETF

975 hedge funds and large institutions have $5.37B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 426 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: 325 | Existing positions reduced: 426

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
975
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
RMC
851
Resources Management Corp
Connecticut
$80K
PP
852
Pacifica Partners
Canada
$76.9K
OSAM
853
O'Shaughnessy Asset Management
Connecticut
$76.7K
PW
854
Pandora Wealth
Illinois
$76.7K
WIM
855
Westside Investment Management
California
$75.4K
MFT
856
Moisand Fitzgerald Tamayo
Florida
$74.6K
FFA
857
Founders Financial Alliance
North Carolina
$74K
MMCM
858
Murphy & Mullick Capital Management
New York
$70.5K
EB
859
Eastern Bank
Massachusetts
$66K
EC
860
Elequin Capital
New York
$65.6K
TFGT
861
TS Financial Group (TSFG)
Illinois
$64K
CFO
862
CVA Family Office
Colorado
$61.8K
VWM
863
Valley Wealth Managers
New Jersey
$61.7K
LFG
864
Larson Financial Group
Missouri
$60.3K
NEWAS
865
N.E.W. Advisory Services
Wisconsin
$58.4K
PK
866
Pflug Koory
Nebraska
$58K
TSMHT
867
Thurston Springer Miller Herd & Titak
Indiana
$53.2K
HBW
868
Hazlett, Burt & Watson
West Virginia
$52K
HWA
869
HHM Wealth Advisors
Tennessee
$51.8K
EWP
870
Elevation Wealth Partners
California
$47.6K
RF
871
Rossby Financial
Florida
$47.2K
TPCM
872
Templeton & Phillips Capital Management
Tennessee
$46.9K
BOJHT
873
Bank of Jackson Hole Trust
Wyoming
$46.3K
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$46K
JFG
875
JDM Financial Group
Texas
$43.1K