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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
EFS
351
Essex Financial Services
Connecticut
$1.35M -$175K -5,539 -11%
BAM
352
Brave Asset Management
New Jersey
$1.35M -$43.8K -1,390 -3%
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34M -$12.1K -383 -0.9%
HI
354
Harbour Investments
Wisconsin
$1.34M +$72.7K +2,305 +6%
KWM
355
Kingsview Wealth Management
Oregon
$1.34M -$31.1K -985 -2%
Renaissance Technologies
356
Renaissance Technologies
New York
$1.34M +$1.37M +43,600 New
GAM
357
Grandview Asset Management
Pennsylvania
$1.32M -$175K -5,551 -11%
HWA
358
HCR Wealth Advisors
California
$1.32M +$3.31K +105 +0.2%
WIA
359
Wetzel Investment Advisors
Indiana
$1.31M -$163K -5,186 -11%
AWM
360
Accel Wealth Management
Iowa
$1.31M -$29.4K -934 -2%
MAM
361
MMA Asset Management
Pennsylvania
$1.31M +$100K +3,181 +8%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.29M +$450K +14,276 +51%
HAC
363
Harbor Advisory Corp
New Hampshire
$1.29M -$28.9K -918 -2%
SWA
364
Sax Wealth Advisors
New Jersey
$1.28M -$181K -5,748 -12%
FWP
365
Falcon Wealth Planning
California
$1.28M -$969K -30,739 -42%
MBT
366
Montecito Bank & Trust
California
$1.28M
Northern Trust
367
Northern Trust
Illinois
$1.28M -$292K -9,250 -18%
ARC
368
Advisor Resource Council
Texas
$1.27M +$1.38M +43,923 New
Franklin Resources
369
Franklin Resources
California
$1.27M
FHA
370
Flagship Harbor Advisors
Massachusetts
$1.27M +$3.88K +123 +0.3%
TPA
371
Trivium Point Advisory
Connecticut
$1.27M +$136K +4,324 +12%
SCA
372
Snowden Capital Advisors
New York
$1.26M +$62K +1,967 +5%
ATPW
373
Ashton Thomas Private Wealth
Arizona
$1.26M +$61.4K +1,946 +5%
AAS
374
Ameritas Advisory Services
Nebraska
$1.25M -$36.2K -1,149 -3%
CAAM
375
Cornerstone Advisors Asset Management
Pennsylvania
$1.25M +$117K +3,721 +10%