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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 %
FT
701
Fiduciary Trust
Massachusetts
$327K -$40.3K -1,312 -11%
GEA
702
Glen Eagle Advisors
New Jersey
$326K -$7.07K -230 -2%
WP
703
WealthShield Partners
North Carolina
$326K +$94.9K +3,088 +41%
FMP
704
Financial Management Professionals
Texas
$325K +$9.74K +317 +3%
CAGAS
705
Capital Advisory Group Advisory Services
Minnesota
$321K -$6.33K -206 -2%
AFS
706
AFG Fiduciary Services
Massachusetts
$321K +$7.64K +256 +2%
PMG
707
ProVise Management Group
Florida
$321K -$32.9K -1,072 -9%
FFS
708
Founders Financial Securities
Maryland
$320K +$320K +10,570 New
CWM
709
Chemistry Wealth Management
New York
$319K -$13.4K -435 -4%
ABC
710
Associated Banc-Corp
Wisconsin
$318K
LMKC
711
L.M. Kohn & Company
Ohio
$316K -$42.2K -1,373 -12%
MWA
712
Midland Wealth Advisors
Illinois
$316K -$6.15K -200 -2%
MWM
713
Meridian Wealth Management
Kentucky
$316K +$88.1K +2,866 +39%
CCG
714
Chatham Capital Group
Georgia
$314K -$810K -26,346 -72%
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
$313K -$31.4K -1,022 -9%
JIC
716
Joel Isaacson & Co
New York
$312K +$1.84K +60 +0.6%
MLA
717
My Legacy Advisors
Oregon
$312K +$6.76K +220 +2%
MWM
718
Modera Wealth Management
New Jersey
$311K +$9.53K +310 +3%
DW
719
Dodds Wealth
Colorado
$311K +$3.41K +111 +1%
BA
720
Bristlecone Advisors
Washington
$310K
EIA
721
Edgemoor Investment Advisors
Maryland
$310K -$1.69K -55 -0.5%
TAM
722
Titleist Asset Management
Texas
$310K +$12.3K +400 +4%
WF
723
Warner Financial
Maryland
$309K +$2.52K +82 +0.8%
SCI
724
Stableford Capital II
Arizona
$307K -$311K -10,547 -50%
PMWMG
725
Parr McKnight Wealth Management Group
Minnesota
$307K