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iShares Preferred and Income Securities ETF

973 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, 427 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:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

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
973
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
ACIM
1026
Azimuth Capital Investment Management
Michigan
CWM
1027
Collaborative Wealth Management
Florida
HT
1028
Headlands Technologies
Illinois
SAI
1029
Savvy Advisors Inc
New York
TWP
1030
Tyche Wealth Partners
Texas
PAS
1031
PKS Advisory Services
New York
WCM
1032
WealthBridge Capital Management
Ohio
NLP
1033
Next Level Private
New York
DWM
1034
Denver Wealth Management
Colorado
SC
1035
Scotia Capital
Ontario, Canada
EW
1036
Evoke Wealth
California
WT
1037
Washington Trust
Rhode Island
MCM
1038
Manchester Capital Management
Vermont
BFPW
1039
BOK Financial Private Wealth
Colorado
PA
1040
PSI Advisors
Florida
LWMI
1041
Legacy Wealth Management (Idaho)
Idaho
OC
1042
Oakworth Capital
Alabama
HC
1043
Hoese & Co
Minnesota
GFPC
1044
Global Financial Private Client
Florida
SIM
1045
Synergy Investment Management
Florida
WAM
1046
Wolverine Asset Management
Illinois
YP
1047
YANKCOM Partnership
South Dakota
CFFP
1048
Center for Financial Planning
Michigan
AFS
1049
Anderson Financial Strategies
Ohio
SFG
1050
Stonebridge Financial Group
Pennsylvania