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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
LC
901
Luminist Capital
Michigan
$23.1K
BHWM
902
Beaird Harris Wealth Management
Texas
$22.9K
SAM
903
S.A. Mason
Michigan
$22.7K
GSWM
904
Golden State Wealth Management
California
$22.6K
RF
905
Robbins Farley
New Hampshire
$21.7K
HPC
906
HM Payson & Co
Maine
$21.5K
OFG
907
Oxford Financial Group
Indiana
$21.5K
FM
908
Family Management
New York
$21K
LFASL
909
Lugano Financial Advisors SA (LFA)
Switzerland
$19.5K
CTA
910
Colonial Trust Advisors
South Carolina
$19.2K
GCM
911
Gables Capital Management
Florida
$18.7K
CBT
912
CoreFirst Bank & Trust
Kansas
$18.4K
CAL
913
Capital Analysts LLC
Pennsylvania
$18K
NECFA
914
New England Capital Financial Advisors
Connecticut
$18K
AP
915
Atwood & Palmer
Missouri
$16.6K
FPB
916
First PREMIER Bank
South Dakota
$16K
NRG
917
Nemes Rush Group
Michigan
$16K
BIG
918
Brooklyn Investment Group
New York
$15.5K
GPFA
919
Game Plan Financial Advisors
Ohio
$15.3K
S
920
SignatureFD
Georgia
$15.3K
HCM
921
Horrell Capital Management
Arkansas
$15.3K
TRCT
922
Tower Research Capital (TRC)
New York
$15.3K
BAM
923
Byrne Asset Management
New Jersey
$14.6K
EAM
924
Eukles Asset Management
Ohio
$14.4K
JWA
925
JFS Wealth Advisors
Pennsylvania
$14.3K