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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 %
IWM
526
IHT Wealth Management
Illinois
$625K +$21.1K +685 +3%
LWA
527
Lineweaver Wealth Advisors
Ohio
$624K
BPA
528
Beacon Pointe Advisors
California
$618K -$40.6K -1,322 -6%
AAP
529
Arax Advisory Partners
Colorado
$616K +$124K +4,025 +25%
MWM
530
Melfa Wealth Management
Massachusetts
$615K +$6.24K +203 +1%
WIC
531
Woodmont Investment Counsel
Tennessee
$612K +$89.1K +2,899 +17%
HP
532
Haven Private
Florida
$608K
AUB
533
Atlantic Union Bankshares
Virginia
$604K +$123 +4 +0%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$600K +$11.5K +375 +2%
AWE
535
Avidian Wealth Enterprises
Texas
$599K +$195K +6,349 +48%
EP
536
Edgestream Partners
New Jersey
$598K +$598K +19,456 New
EDRH
537
Edmond de Rothschild Holding
Switzerland
$597K
PIM
538
Penobscot Investment Management
Massachusetts
$596K -$4.09K -133 -0.7%
CCP
539
Clarity Capital Partners
California
$596K -$106K -3,457 -15%
WC
540
Whitney & Co
New York
$595K -$20K -650 -3%
AWM
541
Avior Wealth Management
Nebraska
$591K +$24.4K +795 +4%
WIA
542
World Investment Advisors
California
$588K +$52.6K +1,713 +10%
CKAIS
543
Christensen King & Associates Investment Services
Washington
$588K -$15.1K -482 -3%
KLCM
544
KG&L Capital Management
Louisiana
$583K +$54.5K +1,772 +10%
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$581K
MA
546
MONECO Advisors
Connecticut
$578K +$1.35K +44 +0.2%
IAN
547
Integrated Advisors Network
Texas
$578K -$59.6K -1,941 -9%
VA
548
Valmark Advisers
Ohio
$574K +$61K +1,986 +12%
CFD
549
Creative Financial Designs
Indiana
$573K +$168K +5,459 +41%
SCA
550
STALEY CAPITAL ADVISERS
Pennsylvania
$569K -$61.5K -2,000 -10%