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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 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: 326 | Existing positions reduced: 427

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
977
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
JWA
926
JFS Wealth Advisors
Pennsylvania
$14.3K
AF
927
Alerus Financial
North Dakota
$13.8K
TAM
928
Tucker Asset Management
Colorado
$13.4K
AIA
929
Angeles Investment Advisors
California
$12.3K
EWM
930
EPG Wealth Management
Georgia
$12.1K
GWANC
931
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
932
Winch Advisory Services
Wisconsin
$11.2K
EWM
933
Evolution Wealth Management
Florida
$11.1K
AWM
934
AllSquare Wealth Management
New York
$11K
CWM
935
Crowley Wealth Management
Delaware
$9.2K
MAWAG
936
Mid-American Wealth Advisory Group
Missouri
$9.2K
1M
937
1248 Management
Missouri
$8.13K
CWP
938
Concord Wealth Partners
Virginia
$7.88K
SR
939
Syntax Research
Florida
$7.82K
DF
940
Dunhill Financial
United Kingdom
$7.67K
PFM
941
Phillips Financial Management
Indiana
$7.58K
FLFS
942
Family Legacy Financial Solutions
North Carolina
$7.42K
FF
943
Friedenthal Financial
New Jersey
$6.63K
PWAM
944
Private Wealth Asset Management
Iowa
$6.14K
BAM
945
Bellevue Asset Management
Washington
$6.14K
RFS
946
Richardson Financial Services
Massachusetts
$5.61K
CCM
947
Chilton Capital Management
Texas
$5.22K
MLA
948
MB, Levis & Associates
Pennsylvania
$5.12K
AIM
949
Anchor Investment Management
South Carolina
$4.7K
MAS
950
MPWM Advisory Solutions
Georgia
$4.63K