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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 %
Renaissance Technologies
351
Renaissance Technologies
New York
$1.34M +$1.34M +43,600 New
GAM
352
Grandview Asset Management
Pennsylvania
$1.32M -$171K -5,551 -11%
HWA
353
HCR Wealth Advisors
California
$1.32M +$3.23K +105 +0.2%
WIA
354
Wetzel Investment Advisors
Indiana
$1.31M -$159K -5,186 -11%
AWM
355
Accel Wealth Management
Iowa
$1.31M -$28.7K -934 -2%
MAM
356
MMA Asset Management
Pennsylvania
$1.31M +$97.8K +3,181 +8%
PCIA
357
Prime Capital Investment Advisors
Kansas
$1.29M +$439K +14,276 +51%
HAC
358
Harbor Advisory Corp
New Hampshire
$1.29M -$28.2K -918 -2%
SWA
359
Sax Wealth Advisors
New Jersey
$1.28M -$177K -5,748 -12%
FWP
360
Falcon Wealth Planning
California
$1.28M -$945K -30,739 -42%
MBT
361
Montecito Bank & Trust
California
$1.28M
Northern Trust
362
Northern Trust
Illinois
$1.28M -$284K -9,250 -18%
ARC
363
Advisor Resource Council
Texas
$1.27M +$1.27M +43,923 New
Franklin Resources
364
Franklin Resources
California
$1.27M
FHA
365
Flagship Harbor Advisors
Massachusetts
$1.27M +$3.78K +123 +0.3%
TPA
366
Trivium Point Advisory
Connecticut
$1.27M +$133K +4,324 +12%
SCA
367
Snowden Capital Advisors
New York
$1.26M +$60.4K +1,967 +5%
ATPW
368
Ashton Thomas Private Wealth
Arizona
$1.26M +$59.8K +1,946 +5%
AAS
369
Ameritas Advisory Services
Nebraska
$1.25M -$36K -1,149 -3%
CAAM
370
Cornerstone Advisors Asset Management
Pennsylvania
$1.25M +$114K +3,721 +10%
PC
371
Prairiewood Capital
North Dakota
$1.24M -$146K -4,740 -10%
SC
372
Sierra Capital
Florida
$1.24M -$136K -4,430 -10%
SW
373
Simplicity Wealth
New Jersey
$1.23M +$64.7K +2,105 +6%
WHG
374
Westwood Holdings Group
Texas
$1.22M +$64.3K +2,094 +6%
PWA
375
Primoris Wealth Advisors
Florida
$1.22M -$149K -4,835 -11%