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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 %
CL
601
Choreo LLC
Illinois
$453K -$609K -19,802 -57%
PWP
602
Perfromance Wealth Partners
Illinois
$452K -$30.4K -990 -6%
PCA
603
Pallas Capital Advisors
Massachusetts
$446K
M&T Bank
604
M&T Bank
New York
$445K +$81.1K +2,640 +22%
Brown Advisory
605
Brown Advisory
Maryland
$443K +$307 +10 +0.1%
SWIG
606
Strategic Wealth Investment Group
Kentucky
$442K -$10.3M -335,757 -96%
UB
607
UMB Bank
Missouri
$441K +$441K +14,343 New
MCA
608
Magnolia Capital Advisors
Mississippi
$440K +$26.7K +869 +6%
AMBIA
609
Allen Mooney & Barnes Investment Advisors
Georgia
$439K +$31.8K +1,036 +8%
1L
610
10Elms LLP
Oklahoma
$438K -$42.1K -1,371 -9%
VAG
611
VisionPoint Advisory Group
Texas
$435K +$10.1K +329 +2%
SIC
612
Salem Investment Counselors
North Carolina
$434K +$2.86K +93 +0.7%
EWA
613
Evolution Wealth Advisors
Florida
$432K -$12.9K -419 -3%
KA
614
Klingman & Associates
New York
$431K
DA
615
Detalus Advisors
Missouri
$430K
CA
616
Continuum Advisory
Idaho
$430K +$40.1K +1,304 +10%
NW
617
NewEdge Wealth
Pennsylvania
$430K -$49.5K -1,612 -10%
HIA
618
Harbor Investment Advisory
Maryland
$429K -$55.8K -1,815 -11%
SM
619
Sweeney & Michel
California
$428K +$428K +14,759 New
CPSC
620
Carl P. Sherr & Co
Massachusetts
$427K
RWM
621
Rialto Wealth Management
New York
$426K -$55.9K -1,820 -12%
BHWM
622
Bar Harbor Wealth Management
New Hampshire
$422K
CCB
623
Country Club Bank
Missouri
$421K +$3.39K +110 +0.8%
GWSG
624
GPS Wealth Strategies Group
Colorado
$420K -$43.1K -1,402 -9%
WDG
625
Wealth Dimensions Group
Ohio
$418K -$3.84K -125 -0.9%