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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 %
PP
476
Patten & Patten
Tennessee
$773K -$45.6K -1,485 -6%
MC
477
Moors & Cabot
Massachusetts
$769K -$48.6K -1,581 -6%
BCM
478
Bowie Capital Management
Texas
$768K
BWAM
479
Boyd Watterson Asset Management
Ohio
$767K +$70.8K +2,305 +10%
BL
480
BCWM LLC
Kansas
$759K -$201K -6,553 -21%
DFG
481
Delphi Financial Group
Delaware
$753K +$446K +14,499 +145%
CWM
482
ClientFirst Wealth Management
Arkansas
$753K -$3.07K -100 -0.4%
SFS
483
Sowell Financial Services
Arkansas
$751K +$35.6K +1,160 +5%
CA
484
CGN Advisors
Kansas
$747K -$9.31K -303 -1%
TYCC
485
Texas Yale Capital Corp
Florida
$739K -$41.5K -1,350 -5%
HWM
486
Horizon Wealth Management
Illinois
$738K -$9.7M -315,713 -93%
AAM
487
Advisors Asset Management
Colorado
$736K +$62.3K +2,027 +9%
PWA
488
Prairie Wealth Advisors
Nebraska
$731K -$309K -10,070 -30%
ORC
489
O'Rourke & Company
Massachusetts
$718K +$124K +4,024 +21%
DWM
490
Diversify Wealth Management
Utah
$717K -$272K -8,973 -28%
KA
491
Kovack Advisors
Florida
$715K -$43.3K -1,408 -6%
TCA
492
Transcend Capital Advisors
New Jersey
$711K +$7.5K +244 +1%
TPW
493
Transatlantique Private Wealth
New York
$710K +$173K +5,629 +32%
WANY
494
Wealthspire Advisors (New York)
New York
$708K -$413K -13,426 -37%
SFP
495
Strategic Financial Partners
Oregon
$708K -$18.1K -590 -2%
CAL
496
Capital Advisors Ltd
Ohio
$706K -$6.17K -201 -0.9%
LIA
497
LBMC Investment Advisors
Tennessee
$704K
SA
498
Sincerus Advisory
New York
$694K +$4K +130 +0.6%
Fidelity Investments
499
Fidelity Investments
Massachusetts
$692K +$241K +7,836 +53%
DA
500
Dover Advisors
Virginia
$691K +$45.4K +1,477 +7%