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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 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: 326 | Existing positions reduced: 427

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
977
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
RFWA
126
RPg Family Wealth Advisory
Massachusetts
$5.3M
GCM
127
Glaxis Capital Management
Florida
$5.28M
XF
128
XML Financial
Maryland
$5.2M
ES
129
Eagle Strategies
New York
$5.19M
FFS
130
Fortress Financial Solutions
Arizona
$5.15M
BFC
131
Blue Fin Capital
Rhode Island
$5.12M
BAM
132
BOS Asset Management
Illinois
$5.11M
JGIA
133
Jackson Grant Investment Advisers
Connecticut
$5.03M
FAP
134
Financial Advisory Partners
Florida
$4.96M
PCP
135
Proficio Capital Partners
Massachusetts
$4.96M
IFPG
136
Intrepid Financial Planning Group
Indiana
$4.92M
EWA
137
Exencial Wealth Advisors
Oklahoma
$4.91M
JSL
138
JT Stratford LLC
Georgia
$4.9M
CFG
139
Cornerstone Financial Group
Nebraska
$4.9M
SFA
140
Sequoia Financial Advisors
Ohio
$4.82M
CCM
141
Crabel Capital Management
California
$4.8M
BOS
142
Bank of Stockton
California
$4.78M
Cohen & Steers
143
Cohen & Steers
New York
$4.76M
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$4.74M
KPWS
145
Kestra Private Wealth Services
Texas
$4.73M
RA
146
RFG Advisory
Alabama
$4.68M
WA
147
Waverly Advisors
Alabama
$4.67M
HFRG
148
Houlihan Financial Resource Group
Virginia
$4.59M
SAM
149
SP Asset Management
California
$4.5M
CWS
150
Cypress Wealth Services
California
$4.48M