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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
CBT
201
Crews Bank & Trust
Florida
$3.03M
DIP
202
DT Investment Partners
Pennsylvania
$3.01M
EWA
203
Emergent Wealth Advisors
New York
$3M
PMAM
204
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
205
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M
Principal Financial Group
206
Principal Financial Group
Iowa
$2.96M
CIA
207
Concurrent Investment Advisors
Florida
$2.95M
MA
208
Mutual Advisors
Nebraska
$2.94M
AWM
209
Aprio Wealth Management
Georgia
$2.93M
MWM
210
Moran Wealth Management
Florida
$2.93M
GWM
211
GSB Wealth Management
Connecticut
$2.88M
CAM
212
Congress Asset Management
Massachusetts
$2.87M
AEPWM
213
Atlantic Edge Private Wealth Management
Florida
$2.83M
SC
214
SouthState Corp
Florida
$2.83M
PA
215
Procyon Advisors
Connecticut
$2.83M
PCM
216
Palouse Capital Management
Washington
$2.8M
CAM
217
Cresset Asset Management
Illinois
$2.76M
MFG
218
MidWestOne Financial Group
Iowa
$2.74M
VIA
219
Victrix Investment Advisors
Florida
$2.71M
CF
220
Centaurus Financial
California
$2.7M
SSW
221
Smith Shellnut Wilson
Mississippi
$2.61M
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$2.61M
AGA
223
Arkos Global Advisors
Texas
$2.59M
ETC
224
Exchange Traded Concepts
Oklahoma
$2.58M
OIA
225
OneDigital Investment Advisors
Kansas
$2.57M