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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
BHWA
151
Beacon Harbor Wealth Advisors
Virginia
$4.46M
WPC
152
White Pine Capital
Minnesota
$4.42M
OC
153
Oppenheimer & Co
New York
$4.37M
CWM
154
Congress Wealth Management
Massachusetts
$4.3M
IRC
155
Investors Research Corp
Georgia
$4.29M
P
156
&Partners
Tennessee
$4.22M
GCA
157
Greenwood Capital Associates
South Carolina
$4.15M
Schroder Investment Management Group
158
Schroder Investment Management Group
United Kingdom
$4.11M
WAS
159
Wealth Advisory Solutions
Indiana
$4.06M
EH
160
Equitable Holdings
New York
$4.05M
HH
161
Hilltop Holdings
Texas
$4.05M
PBK
162
Peoples Bank (Kansas)
Kansas
$3.99M
COA
163
Crown Oak Advisors
California
$3.99M
CCA
164
Checchi Capital Advisers
California
$3.93M
GRP
165
Global Retirement Partners
California
$3.91M
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$3.9M
WCM
167
Winthrop Capital Management
Indiana
$3.87M
CWM
168
Cordatus Wealth Management
Pennsylvania
$3.81M
CB
169
Community Bank
New York
$3.78M
RIL
170
Rothschild Investment LLC
Illinois
$3.77M
AWM
171
Apollon Wealth Management
South Carolina
$3.73M
PA
172
Perennial Advisors
New York
$3.73M
Kovitz Investment Group Partners
173
Kovitz Investment Group Partners
Illinois
$3.72M
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$3.69M
RWP
175
RWA Wealth Partners
Massachusetts
$3.69M