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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $5.32B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 424 reducing their positions, and 94 closing their positions.

Holders
962
Holders Change
-47
Holders Change %
-4.66%
% of All Funds
12.92%
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
317
Reduced
424
Closed
94
Calls
$5.33M
Puts
$15.4M
Net Calls
-$10.1M
Net Calls Change
+$26.9M
Name Market Value Shares Shares
Change
Shares
Change %
SR
926
Syntax Research
Florida
$7.82K 255 -281 -52%
DF
927
Dunhill Financial
United Kingdom
$7.67K 250 +250 New
PFM
928
Phillips Financial Management
Indiana
$7.58K 247 +247 New
FLFS
929
Family Legacy Financial Solutions
North Carolina
$7.42K 242 +242 New
FF
930
Friedenthal Financial
New Jersey
$6.63K 216
BAM
931
Bellevue Asset Management
Washington
$6.14K 200
PWAM
932
Private Wealth Asset Management
Iowa
$6.14K 200
RFS
933
Richardson Financial Services
Massachusetts
$5.61K 183 +9 +5%
CCM
934
Chilton Capital Management
Texas
$5.22K 170
MLA
935
MB, Levis & Associates
Pennsylvania
$5.12K 167
AIM
936
Anchor Investment Management
South Carolina
$4.7K 153 +1 +0.7%
MAS
937
MPWM Advisory Solutions
Georgia
$4.63K 151 -1,711 -92%
LI
938
LRI Investments
Florida
$4.6K 150
LWA
939
Lowe Wealth Advisors
Maryland
$4.6K 150
PSB
940
Piscataqua Savings Bank
New Hampshire
$4.11K 134
VCM
941
Versant Capital Management
Arizona
$3.96K 129
CT
942
Coastline Trust
Rhode Island
$3.84K 125 -310 -71%
NFSG
943
Newbridge Financial Services Group
Florida
$3.84K 125 -185 -60%
WWM
944
Wolff Wiese Magana
California
$3.44K 112
FGC
945
Financial Gravity Companies
Texas
$3.1K 101 +101 New
BL
946
BFSG LLC
California
$3.07K 100
WTFG
947
Wood Tarver Financial Group
Idaho
$3K 125
T
948
Transce3nd
Texas
$2.95K 96 -60 -38%
EWA
949
Elevate Wealth Advisory
Georgia
$2.82K 92
IMC
950
Investment Management Corporation
Virginia
$2.76K 90