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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
PMAM
201
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
202
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M
Principal Financial Group
203
Principal Financial Group
Iowa
$2.96M
CIA
204
Concurrent Investment Advisors
Florida
$2.95M
MA
205
Mutual Advisors
Nebraska
$2.94M
AWM
206
Aprio Wealth Management
Georgia
$2.93M
MWM
207
Moran Wealth Management
Florida
$2.93M
GWM
208
GSB Wealth Management
Connecticut
$2.88M
CAM
209
Congress Asset Management
Massachusetts
$2.87M
AEPWM
210
Atlantic Edge Private Wealth Management
Florida
$2.83M
SC
211
SouthState Corp
Florida
$2.83M
PA
212
Procyon Advisors
Connecticut
$2.83M
PCM
213
Palouse Capital Management
Washington
$2.8M
CAM
214
Cresset Asset Management
Illinois
$2.76M
MFG
215
MidWestOne Financial Group
Iowa
$2.74M
VIA
216
Victrix Investment Advisors
Florida
$2.71M
CF
217
Centaurus Financial
California
$2.7M
SSW
218
Smith Shellnut Wilson
Mississippi
$2.61M
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$2.61M
AGA
220
Arkos Global Advisors
Texas
$2.59M
ETC
221
Exchange Traded Concepts
Oklahoma
$2.58M
OIA
222
OneDigital Investment Advisors
Kansas
$2.57M
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$2.57M
NB
224
NBT Bank
New York
$2.57M
SC
225
Sierra Capital
Florida
$2.56M