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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 %
DWS
301
Dynamic Wealth Strategies
California
$1.81M +$32.2K +1,047 +2%
JPLA
302
Joseph P. Lucia & Associates
New York
$1.81M -$33K -1,073 -2%
MCM
303
McRae Capital Management
New Jersey
$1.79M +$11.4K +370 +0.6%
PIA
304
Powell Investment Advisors
Florida
$1.76M +$58.7K +1,910 +3%
BCP
305
Berkeley Capital Partners
Georgia
$1.76M +$9.04K +294 +0.5%
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.75M -$152K -4,934 -8%
GIA
307
Gladstone Institutional Advisory
Florida
$1.74M -$21.6K -703 -1%
CCA
308
Cadent Capital Advisors
Oklahoma
$1.73M +$11.2K +365 +0.7%
NAM
309
NorthCrest Asset Manangement
Minnesota
$1.72M +$1.72M +55,923 New
PA
310
Pinnacle Associates
New York
$1.71M +$1.04M +33,773 +154%
JCM
311
Janney Capital Management
Pennsylvania
$1.67M -$112K -3,637 -6%
AAG
312
Armstrong Advisory Group
Massachusetts
$1.67M
TF
313
Tudor Financial
Ohio
$1.65M -$59.5K -1,935 -3%
BST
314
Bath Savings Trust
Maine
$1.62M -$6.52K -212 -0.4%
BJL
315
Brighton Jones LLC
Washington
$1.61M -$178K -5,801 -10%
Cohen & Steers
316
Cohen & Steers
New York
$1.6M -$8.77M -285,186 -85%
IA
317
IFG Advisory
Georgia
$1.6M -$64.4K -2,097 -4%
NCM
318
Noesis Capital Mangement
Florida
$1.57M -$15.4K -500 -1%
TWP
319
Tempus Wealth Planning
California
$1.56M +$1.1M +35,788 +239%
ST
320
Somerset Trust
Pennsylvania
$1.56M +$6.02K +196 +0.4%
SCA
321
Stokes Capital Advisors
South Carolina
$1.54M -$424K -13,813 -22%
CA
322
Carson Advisory
Georgia
$1.53M +$64.5K +2,100 +4%
ACM
323
Arcataur Capital Management
Wisconsin
$1.53M -$64.8K -2,110 -4%
NS
324
NBC Securities
Alabama
$1.53M +$1.52M +49,617 +99,234%
FI
325
Financial Insights
Washington
$1.52M +$112K +3,632 +8%