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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 %
MCA
551
MSH Capital Advisors
Arizona
$568K +$3.38K +110 +0.6%
BCWM
552
Bartlett & Co Wealth Management
Ohio
$568K +$2.77K +90 +0.5%
LC
553
Lindbrook Capital
California
$566K
VWA
554
VERITY Wealth Advisors
United States
$565K
SFG
555
Seamount Financial Group
Colorado
$562K +$1.44K +47 +0.3%
IA
556
Integrity Alliance
Iowa
$560K +$560K +18,234 New
VWM
557
Vigilare Wealth Management
Arizona
$556K +$164K +5,324 +42%
CPA
558
Cardiff Park Advisors
California
$555K +$6.09K +198 +1%
RMAM
559
Raab & Moskowitz Asset Management
New Jersey
$553K -$27.8K -906 -5%
First Manhattan
560
First Manhattan
New York
$545K
BA
561
Brightwater Advisory
Florida
$544K -$10.5K -342 -2%
CWP
562
Cyndeo Wealth Partners
Florida
$539K +$23.8K +773 +5%
KOMWMG
563
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K +$539K +17,530 New
SCM
564
Sage Capital Management
New Jersey
$532K +$1.54K +50 +0.3%
CA
565
CoreCap Advisors
Michigan
$527K -$739K -24,061 -58%
MYIA
566
Mount Yale Investment Advisors
Colorado
$527K +$194K +6,300 +58%
DCM
567
Delta Capital Management
New Jersey
$525K -$61.4K -2,000 -10%
EAM
568
Everstar Asset Management
North Carolina
$521K -$104K -3,400 -17%
KWA
569
Kingswood Wealth Advisors
California
$520K -$130K -4,236 -20%
PCFFS
570
Pacific Center for Financial Services
California
$516K +$336K +10,926 +186%
MA
571
Mezzasalma Advisors
New Jersey
$514K -$13.9K -453 -3%
CCAL
572
City Center Advisors LLC
Michigan
$512K -$64.5K -2,098 -11%
CFP
573
Cascade Financial Partners
California
$510K +$45K +1,464 +10%
LA
574
Lifeworks Advisors
Michigan
$510K +$94.5K +3,075 +23%
CFS
575
Coordinated Financial Services
Colorado
$509K +$184K +5,988 +57%