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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 %
FIM
426
Freedom Investment Management
Connecticut
$963K -$36.5K -1,187 -4%
PWA
427
Provenance Wealth Advisors
Florida
$959K +$619K +20,145 +182%
HTC
428
Haverford Trust Company
Pennsylvania
$956K
FWP
429
FAS Wealth Partners
Kansas
$955K -$93.6K -3,045 -9%
WAM
430
WealthTrust Asset Management
Florida
$950K -$14K -454 -1%
PWM
431
Perigon Wealth Management
California
$945K +$36.3K +1,181 +4%
WCM
432
Whitener Capital Management
North Carolina
$937K +$319K +10,389 +52%
William Blair & Company
433
William Blair & Company
Illinois
$936K -$10.9K -356 -1%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$931K +$315K +10,241 +51%
UCB
435
United Community Bank
South Carolina
$920K -$182K -5,919 -17%
TBT
436
Texas Bank & Trust
Texas
$919K +$151K +4,910 +20%
LWM
437
Lionsbridge Wealth Management
Florida
$911K -$99.4K -3,235 -10%
AG
438
Ascent Group
Virginia
$910K +$910K +29,609 New
ANC
439
Ames National Corp
Iowa
$906K +$2.46K +80 +0.3%
TC
440
TownSquare Capital
Utah
$897K +$445K +14,490 +99%
TA
441
TrueWealth Advisors
Alabama
$895K -$313K -10,183 -26%
IWM
442
Integris Wealth Management
California
$888K +$40.8K +1,327 +5%
RIM
443
RW Investment Management
Idaho
$884K
WHCFA
444
William Howard & Co Financial Advisors
Tennessee
$884K +$38.7K +1,258 +5%
JSW
445
Journey Strategic Wealth
New Jersey
$880K +$189K +6,155 +27%
WBG
446
Wharton Business Group
Pennsylvania
$879K -$40.1K -1,305 -4%
PDL
447
Portfolio Design Labs
California
$874K
GPA
448
Guidance Point Advisors
Massachusetts
$872K -$54.4K -1,769 -6%
SS
449
Sunbelt Securities
Texas
$868K -$486K -15,830 -36%
Mirae Asset Global Investments
450
Mirae Asset Global Investments
South Korea
$862K -$287K -9,305 -25%