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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
CFG
276
Citizens Financial Group
Rhode Island
$2.14M +$400K +12,675 +22%
FA
277
Fagan Associates
New York
$2.13M -$13.6K -432 -0.6%
TH
278
TCTC Holdings
Texas
$2.13M +$286K +9,059 +15%
IWC
279
Infinity Wealth Counsel
Ohio
$2.12M -$40.7K -1,290 -2%
WB
280
WesBanco Bank
West Virginia
$2.11M +$31.3K +992 +1%
CWMS
281
Cannon Wealth Management Services
North Carolina
$2.11M -$185K -5,868 -8%
DWM
282
Destination Wealth Management
California
$2.06M -$23.5K -745 -1%
SVWAG
283
Sound View Wealth Advisors Group
Georgia
$2.05M -$61.6K -1,954 -3%
HA
284
HFG Advisors
Ohio
$2.04M +$189K +5,991 +10%
SFI
285
SPC Financial Inc
Maryland
$2.02M -$22.1K -700 -1%
KFP
286
KMG Fiduciary Partners
Ohio
$2.02M -$806K -25,579 -28%
TA
287
TFG Advisers
Michigan
$2.01M +$47K +1,490 +2%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$2M -$492K -15,593 -20%
WS
289
Wedbush Securities
California
$1.99M +$40.6K +1,289 +2%
HWM
290
Howard Wealth Management
Connecticut
$1.98M -$489K -15,499 -19%
ClearBridge Investments
291
ClearBridge Investments
New York
$1.97M
WDA
292
Wendell David Associates
New Hampshire
$1.94M -$79.9K -2,533 -4%
SEI Investments
293
SEI Investments
Pennsylvania
$1.94M -$499K -15,815 -20%
CNTOF
294
Canandaigua National Trust of Florida
New York
$1.92M -$130K -4,113 -6%
ONB
295
Old National Bancorp
Indiana
$1.91M -$535K -16,980 -21%
LCWP
296
Legacy Capital Wealth Partners
Arkansas
$1.88M -$148K -4,680 -7%
CNFG
297
Creegan & Nassoura Financial Group
New Hampshire
$1.88M
DCM
298
Donaldson Capital Management
Indiana
$1.88M -$11.9K -379 -0.6%
CRC
299
Curi RMB Capital
Illinois
$1.85M +$113K +3,583 +6%
PRTG
300
Post Resch Tallon Group
New York
$1.85M +$197K +6,264 +11%