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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
HWM
1001
Horizon Wealth Management
Illinois
PWA
1002
Prairie Wealth Advisors
Nebraska
BA
1003
Brightwater Advisory
Florida
BIA
1004
Barry Investment Advisors
Massachusetts
TNA
1005
True North Advisors
Texas
CPSC
1006
Carl P. Sherr & Co
Massachusetts
MQWP
1007
Morey & Quinn Wealth Partners
Nebraska
SBH
1008
Segall Bryant & Hamill
Illinois
PWM
1009
Prosperity Wealth Management
California
AFM
1010
Armstrong Fleming & Moore
District of Columbia
NFA
1011
Northwest Financial Advisors
Virginia
V
1012
ViaWealth
Kansas
IAA
1013
Independent Advisor Alliance
North Carolina
Wolverine Trading
1014
Wolverine Trading
Illinois
SWA
1015
Stratos Wealth Advisors
Ohio
GJIA
1016
Glass Jacobson Investment Advisors
Maryland
MWA
1017
Midland Wealth Advisors
Illinois
WF
1018
Warner Financial
Maryland
GSEP
1019
Golden State Equity Partners
California
FNC
1020
First National Corp
Massachusetts
AWM
1021
Axxcess Wealth Management
California
CAAS
1022
Capital Asset Advisory Services
Michigan
MGIA
1023
Moneta Group Investment Advisors
Missouri
ACIM
1024
Azimuth Capital Investment Management
Michigan
CWM
1025
Collaborative Wealth Management
Florida