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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
226
ForthRight Wealth Management
Georgia
$2.73M -$247K -8,044 -8%
VIA
227
Victrix Investment Advisors
Florida
$2.7M +$2.7M +89,311 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$2.69M -$297K -9,657 -10%
MWM
229
Moran Wealth Management
Florida
$2.68M -$9.86K -321 -0.4%
SCM
230
SOL Capital Management
Maryland
$2.66M -$294K -9,575 -10%
CF
231
Centaurus Financial
California
$2.63M -$645K -21,004 -20%
SSW
232
Smith Shellnut Wilson
Mississippi
$2.61M -$20.1K -653 -0.8%
DLCIG
233
D.L. Carlson Investment Group
New Hampshire
$2.6M -$2.91M -94,539 -53%
DBIA
234
Dumont & Blake Investment Advisors
New Jersey
$2.58M +$85.2K +2,773 +3%
SFG
235
Sowa Financial Group
Rhode Island
$2.55M -$553K -18,012 -18%
AF
236
Allworth Financial
California
$2.55M -$550K -18,204 -18%
CW
237
CreativeOne Wealth
Kansas
$2.55M +$127K +4,125 +5%
AGA
238
Arkos Global Advisors
Texas
$2.54M +$521K +16,949 +26%
MA
239
Mutual Advisors
Nebraska
$2.51M +$219K +7,243 +10%
TPWA
240
TRUE Private Wealth Advisors
Oregon
$2.5M -$377K -12,257 -13%
CIA
241
Concurrent Investment Advisors
Florida
$2.49M +$68.6K +2,231 +3%
IPW
242
Invictus Private Wealth
Colorado
$2.47M -$75.1K -2,445 -3%
IAS
243
Insigneo Advisory Services
Florida
$2.47M +$181K +5,904 +8%
SAG
244
SageView Advisory Group
California
$2.45M +$38.5K +1,252 +2%
GDP
245
Great Diamond Partners
Maine
$2.44M +$48.5K +1,578 +2%
DI
246
Disciplined Investments
Oklahoma
$2.44M -$7.19K -234 -0.3%
NB
247
NBT Bank
New York
$2.42M +$132K +4,283 +6%
CST
248
Charles Schwab Trust
Nevada
$2.4M +$419K +13,623 +21%
UCFA
249
United Capital Financial Advisors
Texas
$2.4M -$623K -20,281 -21%
NFG
250
Nations Financial Group
Iowa
$2.4M +$430 +14 +0%