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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
TWM
176
Tanager Wealth Management
United Kingdom
$3.63M
SDAM
177
Shulman DeMeo Asset Management
New York
$3.62M
SWM
178
Sagace Wealth Management
Florida
$3.61M
PA
179
Parallel Advisors
California
$3.6M
AWS
180
Atria Wealth Solutions
New York
$3.57M
CSP
181
Cary Street Partners
Virginia
$3.52M
BHBT
182
Burke & Herbert Bank & Trust
Virginia
$3.39M
CW
183
CreativeOne Wealth
Kansas
$3.37M
DIA
184
Davidson Investment Advisors
Montana
$3.37M
Fidelity Investments
185
Fidelity Investments
Massachusetts
$3.36M
IPW
186
Invictus Private Wealth
Colorado
$3.29M
BIP
187
Bouvel Investment Partners
Pennsylvania
$3.25M
AF
188
Allworth Financial
California
$3.23M
PIWA
189
Prevail Innovative Wealth Advisors
Kansas
$3.22M
SF
190
Summit Financial
New Jersey
$3.2M
FHA
191
Flagship Harbor Advisors
Massachusetts
$3.15M
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$3.14M
APWA
193
Atlas Private Wealth Advisors
New Jersey
$3.13M
IFA
194
Independence Financial Advisors
New Hampshire
$3.1M
CC
195
Courier Capital
New York
$3.1M
LFAS
196
Level Four Advisory Services
Texas
$3.08M
AWA
197
Aletheian Wealth Advisors
Washington
$3.07M
LCM
198
Liberty Capital Management
Michigan
$3.07M
CBT
199
Crews Bank & Trust
Florida
$3.03M
DIP
200
DT Investment Partners
Pennsylvania
$3.01M