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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
Creative Planning
176
Creative Planning
Kansas
$3.67M
TWM
177
Tanager Wealth Management
United Kingdom
$3.63M
SDAM
178
Shulman DeMeo Asset Management
New York
$3.62M
SWM
179
Sagace Wealth Management
Florida
$3.61M
RWA
180
Redmont Wealth Advisors
Illinois
$3.61M
PA
181
Parallel Advisors
California
$3.6M
AWS
182
Atria Wealth Solutions
New York
$3.57M
CSP
183
Cary Street Partners
Virginia
$3.52M
BHBT
184
Burke & Herbert Bank & Trust
Virginia
$3.39M
CW
185
CreativeOne Wealth
Kansas
$3.37M
DIA
186
Davidson Investment Advisors
Montana
$3.37M
Fidelity Investments
187
Fidelity Investments
Massachusetts
$3.36M
IPW
188
Invictus Private Wealth
Colorado
$3.29M
BIP
189
Bouvel Investment Partners
Pennsylvania
$3.25M
AF
190
Allworth Financial
California
$3.23M
PIWA
191
Prevail Innovative Wealth Advisors
Kansas
$3.22M
SF
192
Summit Financial
New Jersey
$3.2M
FHA
193
Flagship Harbor Advisors
Massachusetts
$3.15M
Fiera Capital (Canada)
194
Fiera Capital (Canada)
Quebec, Canada
$3.14M
APWA
195
Atlas Private Wealth Advisors
New Jersey
$3.13M
IFA
196
Independence Financial Advisors
New Hampshire
$3.1M
CC
197
Courier Capital
New York
$3.1M
LFAS
198
Level Four Advisory Services
Texas
$3.08M
AWA
199
Aletheian Wealth Advisors
Washington
$3.07M
LCM
200
Liberty Capital Management
Michigan
$3.07M