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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 %
SWP
501
Summit Wealth Partners
Florida
$684K +$645 +21 +0.1%
AOWM
502
Alpha Omega Wealth Management
Virginia
$677K +$5.87K +191 +0.9%
PCM
503
Pennsylvania Capital Management
Pennsylvania
$673K
BA
504
Bard Associates
Illinois
$671K +$44K +1,432 +7%
PJSIMP
505
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K -$106K -3,450 -14%
SCG
506
Sonata Capital Group
Washington
$668K +$799 +26 +0.1%
CSB
507
City State Bank
Iowa
$666K +$6.15K +200 +0.9%
HIP
508
HUB Investment Partners
Texas
$662K -$1.54K -50 -0.2%
AWA
509
Arete Wealth Advisors
Illinois
$662K +$241K +7,843 +57%
RSC
510
Red Spruce Capital
Pennsylvania
$661K -$50.4K -1,639 -7%
CC
511
Cornerstone Capital
California
$659K +$98.2K +3,196 +18%
AAS
512
Annex Advisory Services
Wisconsin
$657K -$241K -7,827 -27%
BCA
513
Bay Colony Advisors
Massachusetts
$653K -$26.5K -860 -4%
ML
514
McAdam LLC
Pennsylvania
$650K -$271K -8,831 -29%
WWM
515
Western Wealth Management
Colorado
$646K -$153K -4,974 -19%
FFA
516
Farther Finance Advisors
California
$645K -$55.3K -1,814 -8%
AAMC
517
Asset Allocation & Management Company
Illinois
$645K
PCP
518
Proficio Capital Partners
Massachusetts
$643K -$130K -4,215 -17%
CAM
519
Carret Asset Management
New York
$640K +$33.9K +1,102 +6%
EFG
520
Ethos Financial Group
Pennsylvania
$637K
RTC
521
Real Talk Capital
Tennessee
$634K -$154K -5,026 -20%
PEA
522
Park Edge Advisors
Ohio
$632K +$120K +3,921 +24%
RIA
523
Richwood Investment Advisors
Ohio
$632K -$35.3K -1,150 -5%
PVM
524
Palogic Value Management
Texas
$628K +$12.3K +400 +2%
TCM
525
Traynor Capital Management
Pennsylvania
$626K -$65.4K -2,127 -9%