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iShares Preferred and Income Securities ETF

975 hedge funds and large institutions have $5.37B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 426 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: 325 | Existing positions reduced: 426

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
975
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
DIP
201
DT Investment Partners
Pennsylvania
$3.01M
EWA
202
Emergent Wealth Advisors
New York
$3M
PMAM
203
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M
Principal Financial Group
205
Principal Financial Group
Iowa
$2.96M
CIA
206
Concurrent Investment Advisors
Florida
$2.95M
MA
207
Mutual Advisors
Nebraska
$2.94M
AWM
208
Aprio Wealth Management
Georgia
$2.93M
MWM
209
Moran Wealth Management
Florida
$2.93M
GWM
210
GSB Wealth Management
Connecticut
$2.88M
CAM
211
Congress Asset Management
Massachusetts
$2.87M
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$2.83M
SC
213
SouthState Corp
Florida
$2.83M
PA
214
Procyon Advisors
Connecticut
$2.83M
PCM
215
Palouse Capital Management
Washington
$2.8M
CAM
216
Cresset Asset Management
Illinois
$2.76M
MFG
217
MidWestOne Financial Group
Iowa
$2.74M
VIA
218
Victrix Investment Advisors
Florida
$2.71M
CF
219
Centaurus Financial
California
$2.7M
SSW
220
Smith Shellnut Wilson
Mississippi
$2.61M
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$2.61M
AGA
222
Arkos Global Advisors
Texas
$2.59M
ETC
223
Exchange Traded Concepts
Oklahoma
$2.58M
OIA
224
OneDigital Investment Advisors
Kansas
$2.57M
DBIA
225
Dumont & Blake Investment Advisors
New Jersey
$2.57M