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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 %
NFA
676
Northwest Financial Advisors
Virginia
$362K +$3.41K +111 +1%
TCM
677
TD Capital Management
Tennessee
$361K +$738 +24 +0.2%
EFG
678
Ehrlich Financial Group
California
$361K -$172K -5,598 -32%
ACP
679
Argyle Capital Partners
California
$358K +$29.2K +950 +9%
TWC
680
TD Waterhouse Canada
Ontario, Canada
$358K +$60.3K +1,978 +20%
BAM
681
Belpointe Asset Management
Nevada
$357K -$302K -9,817 -46%
MWM
682
MGB Wealth Management
Texas
$354K +$30.7K +1,000 +9%
KWM
683
KFG Wealth Management
Indiana
$353K -$14.8K -483 -4%
JWCA
684
J.W. Coons Advisors
Ohio
$353K -$3.23K -105 -0.9%
FPW
685
Flywheel Private Wealth
California
$353K +$9.22K +300 +3%
FWA
686
FSC Wealth Advisors
New York
$349K +$134K +4,356 +62%
V
687
ViaWealth
Kansas
$348K -$168K -5,453 -32%
CFB
688
Cullen/Frost Bankers
Texas
$348K +$246 +8 +0.1%
IAA
689
Independent Advisor Alliance
North Carolina
$346K -$1.48M -48,312 -81%
JAG
690
Journey Advisory Group
Kentucky
$345K -$109K -3,545 -24%
CWM
691
Calamos Wealth Management
Illinois
$342K +$342K +11,139 New
Wolverine Trading
692
Wolverine Trading
Illinois
$341K +$136K +4,417 +66%
TPW
693
Tiller Private Wealth
Pennsylvania
$341K +$7.23K +235 +2%
PAG
694
Powers Advisory Group
Illinois
$337K -$30.4K -988 -8%
PMSA
695
Patrick M. Sweeney & Associates
Illinois
$335K -$89K -2,895 -21%
FA
696
Flagstar Advisors
New York
$335K +$3.35K +109 +1%
SWA
697
Stratos Wealth Advisors
Ohio
$334K +$121K +3,934 +57%
WBCM
698
Wilson & Boucher Capital Management
California
$332K +$24.6K +800 +8%
GJIA
699
Glass Jacobson Investment Advisors
Maryland
$330K
IFA
700
Interactive Financial Advisors
Illinois
$329K +$2.34K +76 +0.7%