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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 %
FIM
576
FWL Investment Management
Texas
$505K +$295K +9,605 +141%
FNBT
577
FineMark National Bank & Trust
Florida
$503K +$109K +3,535 +28%
Bank of New York Mellon
578
Bank of New York Mellon
New York
$501K -$209K -6,793 -29%
BIA
579
Barry Investment Advisors
Massachusetts
$499K -$23.3K -757 -4%
I
580
INVST
Indiana
$498K -$19.1K -623 -4%
BFA
581
Bragg Financial Advisors
North Carolina
$495K
PBF
582
Petix & Botte Financial
California
$494K -$120K -3,895 -20%
WW
583
Westshore Wealth
California
$490K -$23.7K -771 -5%
CIBC World Market
584
CIBC World Market
Ontario, Canada
$488K -$2.56M -83,388 -84%
SAM
585
Sawgrass Asset Management
Florida
$486K
TNA
586
True North Advisors
Texas
$484K +$484K +15,751 New
VHAM
587
Van Hulzen Asset Management
California
$484K +$93.6K +3,046 +24%
BRM
588
Boston Research & Management
Massachusetts
$481K -$522 -17 -0.1%
ECM
589
Evergreen Capital Management
Washington
$480K
EAMA
590
EFG Asset Management (Americas)
Florida
$477K
CTC
591
Central Trust Company
Missouri
$477K -$1.14K -37 -0.2%
SC
592
Stolper & Co
Oklahoma
$476K +$5.8K +189 +1%
GVAG
593
Great Valley Advisor Group
Delaware
$475K +$83.8K +2,728 +21%
OCM
594
One Capital Management
California
$470K -$369 -12 -0.1%
WJA
595
Willis Johnson & Associates
Texas
$469K -$341K -11,081 -42%
PWP
596
Principle Wealth Partners
Connecticut
$466K -$5.84K -190 -1%
SW
597
SkyOak Wealth
Michigan
$460K
CTWM
598
Cherry Tree Wealth Management
Minnesota
$457K -$428K -13,931 -48%
TWA
599
TCI Wealth Advisors
Arizona
$456K +$26.9K +876 +6%
KFGK
600
Keystone Financial Group (Kentucky)
Kentucky
$453K +$242K +7,862 +114%