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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $5.32B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 424 reducing their positions, and 94 closing their positions.

Holders
962
Holders Change
-47
Holders Change %
-4.66%
% of All Funds
12.92%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
317
Reduced
424
Closed
94
Calls
$5.33M
Puts
$15.4M
Net Calls
-$10.1M
Net Calls Change
+$26.9M
Name Market Value Shares Shares
Change
Shares
Change %
AWS
176
Atria Wealth Solutions
New York
$3.57M 116,028 -223,728 -66%
CSP
177
Cary Street Partners
Virginia
$3.52M 114,624 +8,475 +8%
BHBT
178
Burke & Herbert Bank & Trust
Virginia
$3.39M 110,462 -200 -0.2%
CW
179
CreativeOne Wealth
Kansas
$3.37M 109,885 +26,931 +32%
DIA
180
Davidson Investment Advisors
Montana
$3.37M 109,864 +1,482 +1%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$3.36M 109,426 +86,908 +386%
IPW
182
Invictus Private Wealth
Colorado
$3.29M 107,272 +26,863 +33%
BIP
183
Bouvel Investment Partners
Pennsylvania
$3.25M 106,017 +11,241 +12%
AF
184
Allworth Financial
California
$3.23M 105,198 +20,717 +25%
PIWA
185
Prevail Innovative Wealth Advisors
Kansas
$3.22M 105,053 -4,249 -4%
SF
186
Summit Financial
New Jersey
$3.2M 104,371 -1,477 -1%
FHA
187
Flagship Harbor Advisors
Massachusetts
$3.15M 102,602 +61,389 +149%
Fiera Capital (Canada)
188
Fiera Capital (Canada)
Quebec, Canada
$3.14M 102,506
APWA
189
Atlas Private Wealth Advisors
New Jersey
$3.13M 102,094 -7,000 -6%
IFA
190
Independence Financial Advisors
New Hampshire
$3.1M 100,995 -93,904 -48%
CC
191
Courier Capital
New York
$3.1M 100,924 -20,489 -17%
LFAS
192
Level Four Advisory Services
Texas
$3.08M 100,338 -1,485 -1%
AWA
193
Aletheian Wealth Advisors
Washington
$3.07M 100,195 +6,776 +7%
LCM
194
Liberty Capital Management
Michigan
$3.07M 100,122
CBT
195
Crews Bank & Trust
Florida
$3.03M 98,665 +1,580 +2%
DIP
196
DT Investment Partners
Pennsylvania
$3.01M 97,971 -14,803 -13%
PMAM
197
Penn Mutual Asset Management
Pennsylvania
$2.99M 97,300
SIAP
198
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M 97,204 +54 +0.1%
Principal Financial Group
199
Principal Financial Group
Iowa
$2.96M 96,611 +3,611 +4%
CIA
200
Concurrent Investment Advisors
Florida
$2.95M 96,260 +15,313 +19%