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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 %
FM
901
Family Management
New York
$21K +$21K +683 New
LFASL
902
Lugano Financial Advisors SA (LFA)
Switzerland
$19.5K -$60.8K -2,003 -76%
CTA
903
Colonial Trust Advisors
South Carolina
$19.2K
GCM
904
Gables Capital Management
Florida
$18.7K
CBT
905
CoreFirst Bank & Trust
Kansas
$18.4K +$18.4K +600 New
CAL
906
Capital Analysts LLC
Pennsylvania
$18K
NECFA
907
New England Capital Financial Advisors
Connecticut
$18K +$7.21K +235 +67%
AP
908
Atwood & Palmer
Missouri
$16.6K -$18.4K -600 -53%
FPB
909
First PREMIER Bank
South Dakota
$16K
NRG
910
Nemes Rush Group
Michigan
$16K
BIG
911
Brooklyn Investment Group
New York
$15.5K +$15.5K +506 New
GPFA
912
Game Plan Financial Advisors
Ohio
$15.3K -$18.4K -600 -55%
S
913
SignatureFD
Georgia
$15.3K -$15.3K -500 -50%
HCM
914
Horrell Capital Management
Arkansas
$15.3K
TRCT
915
Tower Research Capital (TRC)
New York
$15.3K +$13.3K +432 +635%
BAM
916
Byrne Asset Management
New Jersey
$14.6K
EAM
917
Eukles Asset Management
Ohio
$14.4K
JWA
918
JFS Wealth Advisors
Pennsylvania
$14.3K +$92 +3 +0.6%
AF
919
Alerus Financial
North Dakota
$13.8K +$13.8K +450 New
AIA
920
Angeles Investment Advisors
California
$12.3K +$6.14K +200 +100%
EWM
921
EPG Wealth Management
Georgia
$12.1K -$62.4K -2,034 -84%
GWANC
922
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
923
Winch Advisory Services
Wisconsin
$11.2K +$215 +7 +2%
EWM
924
Evolution Wealth Management
Florida
$11.1K +$11.1K +363 New
AWM
925
AllSquare Wealth Management
New York
$11K