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iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Palouse Capital Management
Washington
$2.78M +$131K +4,168 +5%
CCM
227
Crabel Capital Management
California
$2.77M +$2.52M +79,991 +781%
EFS
228
Econ Financial Services
Pennsylvania
$2.77M +$55.8K +1,769 +2%
EWA
229
Emergent Wealth Advisors
New York
$2.74M +$1.05M +33,170 +59%
OIA
230
OneDigital Investment Advisors
Kansas
$2.74M -$227K -7,215 -7%
FWM
231
ForthRight Wealth Management
Georgia
$2.73M -$254K -8,044 -8%
VIA
232
Victrix Investment Advisors
Florida
$2.7M +$2.82M +89,311 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$2.69M -$304K -9,657 -10%
MWM
234
Moran Wealth Management
Florida
$2.68M -$10.1K -321 -0.4%
SCM
235
SOL Capital Management
Maryland
$2.66M -$302K -9,575 -10%
CF
236
Centaurus Financial
California
$2.63M -$662K -21,004 -20%
SSW
237
Smith Shellnut Wilson
Mississippi
$2.61M -$20.6K -653 -0.8%
DLCIG
238
D.L. Carlson Investment Group
New Hampshire
$2.6M -$2.98M -94,539 -53%
DBIA
239
Dumont & Blake Investment Advisors
New Jersey
$2.58M +$87.4K +2,773 +3%
SFG
240
Sowa Financial Group
Rhode Island
$2.55M -$568K -18,012 -18%
AF
241
Allworth Financial
California
$2.55M -$574K -18,204 -18%
CW
242
CreativeOne Wealth
Kansas
$2.55M +$130K +4,125 +5%
AGA
243
Arkos Global Advisors
Texas
$2.54M +$534K +16,949 +26%
MA
244
Mutual Advisors
Nebraska
$2.51M +$228K +7,243 +10%
TPWA
245
TRUE Private Wealth Advisors
Oregon
$2.5M -$386K -12,257 -13%
CIA
246
Concurrent Investment Advisors
Florida
$2.49M +$70.3K +2,231 +3%
IPW
247
Invictus Private Wealth
Colorado
$2.47M -$77.1K -2,445 -3%
IAS
248
Insigneo Advisory Services
Florida
$2.47M +$186K +5,904 +8%
SAG
249
SageView Advisory Group
California
$2.45M +$39.5K +1,252 +2%
GDP
250
Great Diamond Partners
Maine
$2.44M +$49.7K +1,578 +2%