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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 %
CWMS
276
Cannon Wealth Management Services
North Carolina
$2.11M -$177K -5,868 -8%
DWM
277
Destination Wealth Management
California
$2.06M -$22.9K -745 -1%
SVWAG
278
Sound View Wealth Advisors Group
Georgia
$2.05M -$60K -1,954 -3%
HA
279
HFG Advisors
Ohio
$2.04M +$184K +5,991 +10%
SFI
280
SPC Financial Inc
Maryland
$2.02M -$21.5K -700 -1%
KFP
281
KMG Fiduciary Partners
Ohio
$2.02M -$786K -25,579 -28%
TA
282
TFG Advisers
Michigan
$2.01M +$45.8K +1,490 +2%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$2M -$486K -15,593 -20%
WS
284
Wedbush Securities
California
$1.99M +$39.6K +1,289 +2%
HWM
285
Howard Wealth Management
Connecticut
$1.98M -$476K -15,499 -19%
ClearBridge Investments
286
ClearBridge Investments
New York
$1.97M
WDA
287
Wendell David Associates
New Hampshire
$1.94M -$77.8K -2,533 -4%
SEI Investments
288
SEI Investments
Pennsylvania
$1.94M -$486K -15,815 -20%
CNTOF
289
Canandaigua National Trust of Florida
New York
$1.92M -$126K -4,113 -6%
ONB
290
Old National Bancorp
Indiana
$1.91M -$522K -16,980 -21%
LCWP
291
Legacy Capital Wealth Partners
Arkansas
$1.88M -$144K -4,680 -7%
CNFG
292
Creegan & Nassoura Financial Group
New Hampshire
$1.88M
DCM
293
Donaldson Capital Management
Indiana
$1.88M -$11.6K -379 -0.6%
CRC
294
Curi RMB Capital
Illinois
$1.85M +$110K +3,583 +6%
PRTG
295
Post Resch Tallon Group
New York
$1.85M +$191K +6,264 +11%
JWCA
296
J.W. Cole Advisors
Florida
$1.84M +$836K +27,221 +83%
CPIG
297
Chicago Partners Investment Group
Illinois
$1.83M +$72.6K +2,408 +4%
SWM
298
Spire Wealth Management
Virginia
$1.82M +$5.84K +190 +0.3%
FF
299
Farrell Financial
New York
$1.81M +$29.8K +971 +2%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$127K +4,118 +8%