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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$35.7M +$3.72M +117,983 +11%
GT
27
Greenleaf Trust
Michigan
$35M +$1.64M +52,105 +5%
DWM
28
Dakota Wealth Management
Florida
$33.8M -$1.94M -61,561 -5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$32.3M +$965K +30,603 +3%
HF
30
HRT Financial
New York
$31.4M +$32.3M +1,023,363 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.8M +$2.45M +77,810 +9%
MCM
32
MAI Capital Management
Ohio
$28.4M +$369K +11,694 +1%
HighTower Advisors
33
HighTower Advisors
Illinois
$28.1M -$655K -20,788 -2%
TA
34
Townsend & Associates
Colorado
$27.5M +$3.66M +116,069 +14%
MF
35
Montis Financial
Massachusetts
$26.8M +$3.1M +98,368 +13%
SI
36
Stephens Inc
Arkansas
$26.4M -$1.03M -32,773 -4%
SMFG
37
Sumitomo Mitsui Financial Group
Japan
$25.8M +$1.7M +53,882 +7%
CB
38
Commerce Bank
Missouri
$25.6M +$26.2M +832,497 New
NYLIM
39
New York Life Investment Management
New York
$25.5M +$2.33M +73,955 +10%
Stifel Financial
40
Stifel Financial
Missouri
$25.3M +$2.37M +75,283 +10%
IWS
41
Insight Wealth Strategies
California
$24.4M +$3.63M +115,021 +17%
KeyBank National Association
42
KeyBank National Association
Ohio
$21.9M -$552K -17,515 -2%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$21.7M +$400K +12,699 +2%
GWM
44
GDS Wealth Management
Texas
$21.5M +$2.43M +77,093 +12%
JIP
45
Jaffetilchin Investment Partners
Florida
$21.4M -$1.29M -40,797 -6%
Citigroup
46
Citigroup
New York
$21.3M +$4.77M +151,431 +28%
Corient Private Wealth
47
Corient Private Wealth
Florida
$21.3M +$390K +12,382 +2%
WF
48
Welch & Forbes
Massachusetts
$20.6M +$571K +18,103 +3%
Goldman Sachs
49
Goldman Sachs
New York
$19.5M -$3.85M -122,066 -16%
Cerity Partners
50
Cerity Partners
New York
$18.8M +$754K +23,908 +4%