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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
AF
926
Alerus Financial
North Dakota
$13.8K
AIA
927
Angeles Investment Advisors
California
$12.3K
EWM
928
EPG Wealth Management
Georgia
$12.1K
GWANC
929
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
930
Winch Advisory Services
Wisconsin
$11.2K
EWM
931
Evolution Wealth Management
Florida
$11.1K
AWM
932
AllSquare Wealth Management
New York
$11K
CWM
933
Crowley Wealth Management
Delaware
$9.2K
MAWAG
934
Mid-American Wealth Advisory Group
Missouri
$9.2K
1M
935
1248 Management
Missouri
$8.13K
CWP
936
Concord Wealth Partners
Virginia
$7.88K
SR
937
Syntax Research
Florida
$7.82K
DF
938
Dunhill Financial
United Kingdom
$7.67K
PFM
939
Phillips Financial Management
Indiana
$7.58K
FLFS
940
Family Legacy Financial Solutions
North Carolina
$7.42K
FF
941
Friedenthal Financial
New Jersey
$6.63K
BAM
942
Bellevue Asset Management
Washington
$6.14K
PWAM
943
Private Wealth Asset Management
Iowa
$6.14K
RFS
944
Richardson Financial Services
Massachusetts
$5.61K
CCM
945
Chilton Capital Management
Texas
$5.22K
MLA
946
MB, Levis & Associates
Pennsylvania
$5.12K
AIM
947
Anchor Investment Management
South Carolina
$4.7K
MAS
948
MPWM Advisory Solutions
Georgia
$4.63K
LWA
949
Lowe Wealth Advisors
Maryland
$4.6K
LI
950
LRI Investments
Florida
$4.6K