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iShares Preferred and Income Securities ETF

972 hedge funds and large institutions have $5.82B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 364 increasing their positions, 353 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

0.17% less ownership

Funds ownership: 39.79%39.63% (-0.17%)

0% less funds holding

Funds holding: 975972 (-3)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
972
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
$5.44M
Puts
$8.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
WJ Financial Advisors
Connecticut
$2.94M
PA
202
Procyon Advisors
Connecticut
$2.93M
ETC
203
Exchange Traded Concepts
Oklahoma
$2.92M
PCM
204
Palouse Capital Management
Washington
$2.91M
CAM
205
Cresset Asset Management
Illinois
$2.9M
MLM
206
Mount Lucas Management
Pennsylvania
$2.88M
MFG
207
MidWestOne Financial Group
Iowa
$2.87M
GAA
208
Global Assets Advisory
Florida
$2.86M
AEPWM
209
Atlantic Edge Private Wealth Management
Florida
$2.86M
CW
210
CreativeOne Wealth
Kansas
$2.84M
DIP
211
DT Investment Partners
Pennsylvania
$2.83M
SC
212
Sierra Capital
Florida
$2.82M
GM
213
GeoWealth Management
Illinois
$2.81M
GWM
214
GSB Wealth Management
Connecticut
$2.78M
SSW
215
Smith Shellnut Wilson
Mississippi
$2.77M
TH
216
TCTC Holdings
Texas
$2.77M
SC
217
SouthState Corp
Florida
$2.77M
RCM
218
RMR Capital Management
California
$2.77M
GWMR
219
GC Wealth Management RIA
Massachusetts
$2.71M
NB
220
NBT Bank
New York
$2.7M
PBK
221
Peoples Bank (Kansas)
Kansas
$2.69M
IAS
222
Insigneo Advisory Services
Florida
$2.68M
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$2.65M
CCC
224
Chesapeake Capital Corp
Florida
$2.64M
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$2.64M