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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 %
NWM
651
Northcape Wealth Management
New York
$388K +$184 +6 +0%
SMC
652
Smith, Moore & Co
Missouri
$386K -$3.44K -112 -0.9%
RCA
653
Ranch Capital Advisors
Florida
$385K -$12.6K -410 -3%
DWA
654
Douglass Winthrop Advisors
New York
$384K
HCA
655
Harbour Capital Advisors
Virginia
$383K +$23.4K +780 +7%
WA
656
Westfuller Advisors
New York
$382K +$830 +27 +0.2%
GI
657
GLOBALT Investments
Georgia
$380K -$42K -1,367 -10%
UBV
658
United Bank (Virginia)
Virginia
$378K -$7.68K -250 -2%
QFA
659
Quattro Financial Advisors
Texas
$378K
PWM
660
Prosperity Wealth Management
California
$376K -$8.24K -268 -2%
FWM
661
Finer Wealth Management
Massachusetts
$375K -$32.3K -1,052 -8%
BC
662
Burney Company
Virginia
$375K -$120K -3,920 -24%
IA
663
Inspire Advisors
Idaho
$372K +$372K +12,121 New
MFG
664
Merit Financial Group
Georgia
$372K +$372K +12,091 New
RFA
665
Register Financial Advisors
Georgia
$371K +$96.4K +3,136 +35%
AFM
666
Armstrong Fleming & Moore
District of Columbia
$371K +$371K +12,082 New
SIS
667
Sound Income Strategies
Florida
$371K +$244K +7,939 +192%
PCM
668
Princeton Capital Management
New Jersey
$368K +$2.31K +75 +0.6%
FHC
669
First Heartland Consultants
Missouri
$366K -$14.9K -484 -4%
CCG
670
Coastwise Capital Group
California
$365K +$22.9K +744 +7%
MWPCG
671
Measured Wealth Private Client Group
New Hampshire
$365K -$38.2K -1,243 -9%
KV
672
Kickstand Ventures
New York
$364K -$4.18M -135,893 -92%
FB
673
Fulton Bank
Pennsylvania
$363K
CWP
674
Core Wealth Partners
California
$363K
EIP
675
Easterly Investment Partners
Massachusetts
$362K -$162K -5,285 -31%