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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 %
BCPWM
876
Bradley & Co Private Wealth Management
Florida
$35.1K
NP
877
NorthRock Partners
Minnesota
$34.7K -$7.09K -231 -17%
CFS
878
Compass Financial Services
Iowa
$34.3K +$583 +19 +2%
GTAM
879
Global Trust Asset Management
Florida
$33.3K -$30.7K -1,000 -48%
HR
880
Howe & Rusling
New York
$32.4K
PGAM
881
Princeton Global Asset Management
New Jersey
$31.4K -$11.5K -375 -27%
ICM
882
Islay Capital Management
Texas
$30.7K
CNBTD
883
Citizens National Bank Trust Department
Mississippi
$30.7K
FRA
884
Front Row Advisors
California
$30.6K -$4.91K -160 -14%
BWL
885
Bogart Wealth LLC
Virginia
$30K -$89.9K -2,929 -75%
SL
886
Salomon & Ludwin
Virginia
$29.9K
ME
887
McIlrath & Eck
Washington
$29.8K
CSC
888
Caldwell Sutter Capital
California
$28.2K +$614 +20 +2%
HFS
889
Hantz Financial Services
Michigan
$27K +$27K +878 New
GGI
890
Godsey & Gibb Inc
Virginia
$26.8K
KG
891
Kilter Group
New York
$24.9K +$24.9K +810 New
IAS
892
IMA Advisory Services
Colorado
$24.7K
GBT
893
Grove Bank & Trust
Florida
$24.5K
GWP
894
Gen-Wealth Partners
Michigan
$23.3K
LC
895
Luminist Capital
Michigan
$23.1K -$2.05K -67 -8%
BHWM
896
Beaird Harris Wealth Management
Texas
$22.9K -$57.2K -1,865 -71%
SAM
897
S.A. Mason
Michigan
$22.7K
GSWM
898
Golden State Wealth Management
California
$22.6K -$3.35K -109 -13%
RF
899
Robbins Farley
New Hampshire
$21.7K +$368 +12 +2%
OFG
900
Oxford Financial Group
Indiana
$21.5K