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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
WPC
151
White Pine Capital
Minnesota
$4.42M
OC
152
Oppenheimer & Co
New York
$4.37M
CWM
153
Congress Wealth Management
Massachusetts
$4.3M
IRC
154
Investors Research Corp
Georgia
$4.29M
P
155
&Partners
Tennessee
$4.22M
GCA
156
Greenwood Capital Associates
South Carolina
$4.15M
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$4.11M
WAS
158
Wealth Advisory Solutions
Indiana
$4.06M
EH
159
Equitable Holdings
New York
$4.05M
HH
160
Hilltop Holdings
Texas
$4.05M
PBK
161
Peoples Bank (Kansas)
Kansas
$3.99M
COA
162
Crown Oak Advisors
California
$3.99M
CCA
163
Checchi Capital Advisers
California
$3.93M
GRP
164
Global Retirement Partners
California
$3.91M
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$3.9M
WCM
166
Winthrop Capital Management
Indiana
$3.87M
CWM
167
Cordatus Wealth Management
Pennsylvania
$3.81M
CB
168
Community Bank
New York
$3.78M
RIL
169
Rothschild Investment LLC
Illinois
$3.77M
AWM
170
Apollon Wealth Management
South Carolina
$3.73M
PA
171
Perennial Advisors
New York
$3.73M
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$3.72M
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$3.69M
RWP
174
RWA Wealth Partners
Massachusetts
$3.69M
Creative Planning
175
Creative Planning
Kansas
$3.67M