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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
AW
876
Avion Wealth
Texas
$42K
SWA
877
SOA Wealth Advisors
New York
$42K
DWM
878
Darwin Wealth Management
Florida
$41.2K
TCA
879
Trifecta Capital Advisors
Illinois
$40.2K
OLVIG
880
Oliver Lagore Vanvalin Investment Group
Michigan
$38.1K
AWM
881
Atticus Wealth Management
Florida
$38K
S
882
Sachetta
Massachusetts
$35.3K
BCPWM
883
Bradley & Co Private Wealth Management
Florida
$35.1K
CFS
884
Compass Financial Services
Iowa
$34.3K
GTAM
885
Global Trust Asset Management
Florida
$33.3K
HR
886
Howe & Rusling
New York
$32.4K
PGAM
887
Princeton Global Asset Management
New Jersey
$31.4K
ICM
888
Islay Capital Management
Texas
$30.7K
CNBTD
889
Citizens National Bank Trust Department
Mississippi
$30.7K
FRA
890
Front Row Advisors
California
$30.6K
BWL
891
Bogart Wealth LLC
Virginia
$30K
SL
892
Salomon & Ludwin
Virginia
$29.9K
ME
893
McIlrath & Eck
Washington
$29.8K
CSC
894
Caldwell Sutter Capital
California
$28.2K
HFS
895
Hantz Financial Services
Michigan
$27K
GGI
896
Godsey & Gibb Inc
Virginia
$26.8K
KG
897
Kilter Group
New York
$24.9K
IAS
898
IMA Advisory Services
Colorado
$24.7K
GBT
899
Grove Bank & Trust
Florida
$24.5K
GWP
900
Gen-Wealth Partners
Michigan
$23.3K