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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 %
SFC
401
Strategic Financial Concepts
Texas
$1.06M +$4.21K +137 +0.4%
IBOK
402
Independence Bank of Kentucky
Kentucky
$1.06M -$173K -5,640 -14%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$1.06M
KWMG
404
King Wealth Management Group
Florida
$1.06M -$31.8K -1,036 -3%
SWM
405
SeaCrest Wealth Management
New York
$1.06M -$44.8K -1,459 -4%
TCM
406
Telos Capital Management
California
$1.05M +$38.8K +1,261 +4%
OFG
407
Orcam Financial Group
California
$1.04M +$1.2K +39 +0.1%
CA
408
Calton & Associates
Florida
$1.04M -$37.3K -1,213 -3%
PA
409
PFG Advisors
Arizona
$1.04M +$66.6K +2,166 +7%
OMC
410
Old Mission Capital
Illinois
$1.04M -$1.5M -48,929 -59%
RBC
411
Romano Brothers & Co
Illinois
$1.04M +$53.9K +1,753 +5%
TI
412
Tidal Investments
Wisconsin
$1.04M -$148K -4,816 -12%
MIA
413
MMBG Investment Advisors
Florida
$1.04M
GC
414
Guggenheim Capital
Illinois
$1.04M -$377K -12,282 -27%
SG
415
StoneX Group
New York
$1.03M +$35.4K +1,153 +4%
OCM
416
Objective Capital Management
Ohio
$1.03M +$25.2K +819 +3%
FCI
417
Financial Counselors Inc
Kansas
$1.02M +$15.1K +490 +1%
NEPWA
418
New England Private Wealth Advisors
Massachusetts
$1.02M +$2.7K +88 +0.3%
RSF
419
Rik Saylor Financial
Ohio
$1.02M -$6.12K -199 -0.6%
CAG
420
Crestwood Advisors Group
Massachusetts
$1.02M +$16.7K +545 +2%
NAS
421
Nicolet Advisory Services
Wisconsin
$1M +$218K +7,475 +28%
RIA
422
Realta Investment Advisors
Delaware
$981K -$53.5K -1,742 -5%
NAG
423
Northstar Advisory Group
New Jersey
$979K -$3.26K -106 -0.3%
MHR
424
Matthew Hamilton Rosenberg
$978K +$31.5K +1,024 +3%
WT
425
Whittier Trust
California
$976K -$14.7K -479 -1%