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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 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:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
EWM
926
EPG Wealth Management
Georgia
$12.1K
GWANC
927
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
928
Winch Advisory Services
Wisconsin
$11.2K
EWM
929
Evolution Wealth Management
Florida
$11.1K
AWM
930
AllSquare Wealth Management
New York
$11K
CWM
931
Crowley Wealth Management
Delaware
$9.2K
MAWAG
932
Mid-American Wealth Advisory Group
Missouri
$9.2K
1M
933
1248 Management
Missouri
$8.13K
CWP
934
Concord Wealth Partners
Virginia
$7.88K
SR
935
Syntax Research
Florida
$7.82K
DF
936
Dunhill Financial
United Kingdom
$7.67K
PFM
937
Phillips Financial Management
Indiana
$7.58K
FLFS
938
Family Legacy Financial Solutions
North Carolina
$7.42K
FF
939
Friedenthal Financial
New Jersey
$6.63K
BAM
940
Bellevue Asset Management
Washington
$6.14K
PWAM
941
Private Wealth Asset Management
Iowa
$6.14K
RFS
942
Richardson Financial Services
Massachusetts
$5.61K
CCM
943
Chilton Capital Management
Texas
$5.22K
MLA
944
MB, Levis & Associates
Pennsylvania
$5.12K
AIM
945
Anchor Investment Management
South Carolina
$4.7K
MAS
946
MPWM Advisory Solutions
Georgia
$4.63K
LWA
947
Lowe Wealth Advisors
Maryland
$4.6K
LI
948
LRI Investments
Florida
$4.6K
PSB
949
Piscataqua Savings Bank
New Hampshire
$4.11K
VCM
950
Versant Capital Management
Arizona
$3.96K