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iShares Preferred and Income Securities ETF

971 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, 426 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:

24% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 426

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
971
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
NFSG
951
Newbridge Financial Services Group
Florida
$3.83K
WWM
952
Wolff Wiese Magana
California
$3.44K
FGC
953
Financial Gravity Companies
Texas
$3.1K
BL
954
BFSG LLC
California
$3.07K
WTFG
955
Wood Tarver Financial Group
Idaho
$3K
T
956
Transce3nd
Texas
$2.94K
EWA
957
Elevate Wealth Advisory
Georgia
$2.82K
IMC
958
Investment Management Corporation
Virginia
$2.76K
BONH
959
Bank of New Hampshire
New Hampshire
$2.64K
BA
960
Ballast Advisors
Minnesota
$2.27K
SWIM
961
Smallwood Wealth Investment Management
New Jersey
$1.96K
SC
962
Solstein Capital
California
$1.84K
PS
963
PayPay Securities
Japan
$1.72K
PCTC
964
Perkins Coie Trust Company
Washington
$1.53K
RF
965
Roxbury Financial
New Jersey
$1.47K
APW
966
Atlantic Private Wealth
North Carolina
$1.13K
NMG
967
New Millennium Group
Utah
$1.07K
IWM
968
IMG Wealth Management
Florida
$946
GWSA
969
Global Wealth Strategies & Associates
Colorado
$736
CAM
970
Costello Asset Management
Pennsylvania
$706
SFA
971
Semmax Financial Advisors
North Carolina
$427
DFA
972
DHJJ Financial Advisors
Illinois
$369
IHWM
973
Iron Horse Wealth Management
Iowa
$279
1NWS
974
1 North Wealth Services
Maryland
$8
NYLIM
975
New York Life Investment Management
New York