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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 %
BWG
326
Balanced Wealth Group
Ohio
$1.52M -$9.43K -307 -0.6%
SBIA
327
Sheaff Brock Investment Advisors
Indiana
$1.52M -$15.6K -509 -1%
SRC
328
Shufro Rose & Co
New York
$1.5M -$64.5K -2,100 -4%
ACP
329
Aviance Capital Partners
Florida
$1.47M +$88.1K +2,867 +6%
FNT
330
First National Trust
Pennsylvania
$1.46M -$246K -7,998 -14%
CHC
331
City Holding Co
West Virginia
$1.46M -$46K -1,496 -3%
FCM
332
Fogel Capital Management
Florida
$1.46M +$30.7K +1,000 +2%
PFS
333
Prospect Financial Services
New York
$1.46M -$98K -3,189 -6%
OHWP
334
Oak Harbor Wealth Partners
North Carolina
$1.45M +$37.9K +1,233 +3%
BCM
335
Bluefin Capital Management
New York
$1.45M +$1.45M +47,040 New
SSW
336
Stone Summit Wealth
Florida
$1.44M +$480K +15,605 +50%
CGA
337
Crescent Grove Advisors
Illinois
$1.43M +$52.5K +1,708 +4%
MCC
338
Money Concepts Capital
Florida
$1.42M +$10.2K +331 +0.7%
VAM
339
Verity Asset Management
North Carolina
$1.41M +$706K +22,967 +101%
EWA
340
Etesian Wealth Advisors
Oregon
$1.4M -$66.3K -2,156 -5%
FA
341
FC Advisory
Pennsylvania
$1.4M +$66K +2,148 +5%
ASN
342
Advisory Services Network
Georgia
$1.39M -$198K -6,443 -12%
PWMAG
343
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M +$1.1M +35,739 +386%
NB
344
Northwest Bancshares
Pennsylvania
$1.37M -$104K -3,378 -7%
PWW
345
Pettyjohn Wood & White
Virginia
$1.36M -$37.6K -1,225 -3%
EFS
346
Essex Financial Services
Connecticut
$1.35M -$170K -5,539 -11%
BAM
347
Brave Asset Management
New Jersey
$1.35M -$42.7K -1,390 -3%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34M -$11.8K -383 -0.9%
HI
349
Harbour Investments
Wisconsin
$1.34M +$70.8K +2,305 +6%
KWM
350
Kingsview Wealth Management
Oregon
$1.34M -$30.3K -985 -2%