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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 %
IAIM
251
International Assets Investment Management
Florida
$2.4M +$294K +9,577 +14%
SG
252
Sharper & Granite
California
$2.36M +$486K +15,830 +26%
MPCG
253
Matrix Private Capital Group
New York
$2.35M -$83K -2,700 -3%
DSC
254
Duncker Streett & Co
Missouri
$2.32M +$3.07K +100 +0.1%
MOS
255
MGO One Seven
Ohio
$2.31M -$81.3K -2,647 -3%
BP
256
Ballentine Partners
Massachusetts
$2.29M +$1.85M +60,280 +421%
RBFC
257
Roman Butler Fullerton & Co
Missouri
$2.27M -$353K -12,031 -13%
AWA
258
Arkadios Wealth Advisors
Georgia
$2.27M -$119K -3,869 -5%
TWM
259
Tanager Wealth Management
United Kingdom
$2.26M +$2.26M +73,413 New
AI
260
Atria Investments
North Carolina
$2.24M +$119K +3,883 +6%
HWM
261
Hohimer Wealth Management
Washington
$2.23M -$30.4K -988 -1%
FWA
262
FOCUS Wealth Advisors
Texas
$2.21M +$84.5K +2,751 +4%
HSBC Holdings
263
HSBC Holdings
United Kingdom
$2.2M +$252K +8,194 +13%
GWAM
264
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.19M -$236K -7,673 -10%
PS
265
Principal Securities
Iowa
$2.18M +$10.5K +335 +0.5%
DJSG
266
D.J. St. Germain
Massachusetts
$2.18M -$91.7K -2,985 -4%
TD Asset Management
267
TD Asset Management
Ontario, Canada
$2.17M
AWM
268
Ariadne Wealth Management
California
$2.17M
IA
269
IFP Advisors
Florida
$2.15M +$204K +6,643 +10%
Bessemer Group
270
Bessemer Group
New Jersey
$2.14M +$40K +1,300 +2%
CFG
271
Citizens Financial Group
Rhode Island
$2.14M +$390K +12,675 +22%
FA
272
Fagan Associates
New York
$2.13M -$13.3K -432 -0.6%
TH
273
TCTC Holdings
Texas
$2.13M +$278K +9,059 +15%
IWC
274
Infinity Wealth Counsel
Ohio
$2.12M -$39.6K -1,290 -2%
WB
275
WesBanco Bank
West Virginia
$2.11M +$30.5K +992 +1%