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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
DI
251
Disciplined Investments
Oklahoma
$2.44M -$7.38K -234 -0.3%
NB
252
NBT Bank
New York
$2.42M +$135K +4,283 +6%
CST
253
Charles Schwab Trust
Nevada
$2.4M +$429K +13,623 +21%
UCFA
254
United Capital Financial Advisors
Texas
$2.4M -$639K -20,281 -21%
NFG
255
Nations Financial Group
Iowa
$2.4M +$441 +14 +0%
IAIM
256
International Assets Investment Management
Florida
$2.4M +$302K +9,577 +14%
SG
257
Sharper & Granite
California
$2.36M +$499K +15,830 +26%
MPCG
258
Matrix Private Capital Group
New York
$2.35M -$85.1K -2,700 -3%
DSC
259
Duncker Streett & Co
Missouri
$2.32M +$3.15K +100 +0.1%
MOS
260
MGO One Seven
Ohio
$2.31M -$83.5K -2,647 -3%
BP
261
Ballentine Partners
Massachusetts
$2.29M +$1.9M +60,280 +421%
RBFC
262
Roman Butler Fullerton & Co
Missouri
$2.27M -$379K -12,031 -13%
AWA
263
Arkadios Wealth Advisors
Georgia
$2.27M -$122K -3,869 -5%
TWM
264
Tanager Wealth Management
United Kingdom
$2.26M +$2.31M +73,413 New
AI
265
Atria Investments
North Carolina
$2.24M +$122K +3,883 +6%
HWM
266
Hohimer Wealth Management
Washington
$2.23M -$31.1K -988 -1%
FWA
267
FOCUS Wealth Advisors
Texas
$2.21M +$86.7K +2,751 +4%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$2.2M +$258K +8,194 +13%
GWAM
269
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.19M -$242K -7,673 -10%
PS
270
Principal Securities
Iowa
$2.18M +$10.6K +335 +0.5%
DJSG
271
D.J. St. Germain
Massachusetts
$2.18M -$94.1K -2,985 -4%
TD Asset Management
272
TD Asset Management
Ontario, Canada
$2.17M
AWM
273
Ariadne Wealth Management
California
$2.17M
IA
274
IFP Advisors
Florida
$2.15M +$209K +6,643 +10%
Bessemer Group
275
Bessemer Group
New Jersey
$2.14M +$41K +1,300 +2%