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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 %
AFM
1001
Armstrong Fleming & Moore
District of Columbia
-12,082 Closed
NFA
1002
Northwest Financial Advisors
Virginia
-11,768 Closed
V
1003
ViaWealth
Kansas
-11,337 Closed
IAA
1004
Independent Advisor Alliance
North Carolina
-11,269 Closed
Wolverine Trading
1005
Wolverine Trading
Illinois
-11,061 Closed
SWA
1006
Stratos Wealth Advisors
Ohio
-10,883 Closed
GJIA
1007
Glass Jacobson Investment Advisors
Maryland
-10,495 Closed
MWA
1008
Midland Wealth Advisors
Illinois
-10,285 Closed
WF
1009
Warner Financial
Maryland
-10,057 Closed
GSEP
1010
Golden State Equity Partners
California
-9,822 Closed
FNC
1011
First National Corp
Massachusetts
-8,545 Closed
CAAS
1012
Capital Asset Advisory Services
Michigan
-8,474 Closed
AWM
1013
Axxcess Wealth Management
California
-8,474 Closed
MGIA
1014
Moneta Group Investment Advisors
Missouri
-8,151 Closed
ACIM
1015
Azimuth Capital Investment Management
Michigan
-7,750 Closed
CWM
1016
Collaborative Wealth Management
Florida
-7,561 Closed
HT
1017
Headlands Technologies
Illinois
-7,416 Closed
SAI
1018
Savvy Advisors Inc
New York
-7,344 Closed
TWP
1019
Tyche Wealth Partners
Texas
-7,294 Closed
PAS
1020
PKS Advisory Services
New York
-6,990 Closed
WCM
1021
WealthBridge Capital Management
Ohio
-6,953 Closed
NLP
1022
Next Level Private
New York
-6,866 Closed
DWM
1023
Denver Wealth Management
Colorado
-6,821 Closed
SC
1024
Scotia Capital
Ontario, Canada
-6,701 Closed
EW
1025
Evoke Wealth
California
-6,686 Closed