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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 %
SPC
451
Sigma Planning Corp
Michigan
$857K -$89.1K -2,901 -9%
NSIM
452
North Star Investment Management
Illinois
$853K +$25.3K +822 +3%
Neuberger Berman Group
453
Neuberger Berman Group
New York
$853K +$3.6K +117 +0.4%
BTI
454
Blue Trust Inc
Georgia
$849K -$63.1K -2,052 -7%
IPA
455
Investment Planning Advisors
Georgia
$844K -$399 -13 -0%
BB
456
Busey Bank
Illinois
$841K -$124K -4,022 -13%
IAG
457
Investment Advisory Group
Massachusetts
$840K -$492 -16 -0.1%
B
458
Bellecapital
Switzerland
$830K
LWM
459
LongView Wealth Management
Georgia
$824K -$17.9K -584 -2%
ONST
460
Old North State Trust
North Carolina
$823K
FLPIM
461
F.L. Putnam Investment Management
Massachusetts
$819K +$14.8K +481 +2%
TSS
462
Two Sigma Securities
New York
$804K -$3.72K -121 -0.5%
BBL
463
Beck Bode LLC
Massachusetts
$800K -$166K -5,403 -17%
JSSH
464
J. Safra Sarasin Holding
$799K
WTC
465
WhitTier Trust Company
Nevada
$796K +$173K +5,643 +28%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$795K +$5.41K +176 +0.7%
PCS
467
Private Client Services
Kentucky
$793K +$90.3K +2,939 +13%
AA
468
Aire Advisors
California
$792K -$46.1K -1,499 -5%
SRC
469
Sage Rhino Capital
California
$789K +$55.3K +1,798 +8%
MWM
470
Mission Wealth Management
California
$784K +$318K +10,337 +68%
KIA
471
KCM Investment Advisors
California
$784K -$10.4K -338 -1%
Pathstone Holdings
472
Pathstone Holdings
New Jersey
$783K +$234K +7,624 +43%
CIA
473
Capital Investment Advisors
Georgia
$782K -$3.01K -98 -0.4%
JFG
474
Jefferies Financial Group
New York
$778K +$127K +4,137 +20%
MA
475
Montag & Associates
Georgia
$776K -$324K -10,543 -29%