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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$18.8M -$2.17M -70,520 -10%
CTB
52
Country Trust Bank
Illinois
$17.5M
FMLI
53
Fukoku Mutual Life Insurance
Japan
$17.4M
MML Investors Services
54
MML Investors Services
Massachusetts
$17.2M -$2.17M -70,733 -11%
PFA
55
Pure Financial Advisors
California
$16.5M +$1.08M +35,231 +7%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$16.1M -$47.6M -1,548,239 -75%
RSWM
57
Robertson Stephens Wealth Management
California
$15.1M +$315K +10,256 +2%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$14.8M -$478K -15,563 -3%
FBB
59
Fulton Breakefield Broenniman
Maryland
$14.6M +$580K +18,885 +4%
PI
60
Parkside Investments
Illinois
$13.8M +$443K +14,431 +3%
KAS
61
Kestra Advisory Services
Texas
$13.6M -$816K -26,558 -6%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$13.6M +$13.6M +442,200 New
NCM
63
Northside Capital Management
Oregon
$13.2M +$2.28M +74,183 +21%
AAS
64
Avantax Advisory Services
Texas
$13M +$1.5M +48,665 +13%
CS
65
Capital Square
Tennessee
$12.9M +$117K +3,793 +0.9%
SC
66
Swan Capital
Florida
$12.8M +$167K +5,430 +1%
FCBT
67
First Citizens Bank & Trust
North Carolina
$12.8M -$201K -6,538 -2%
RIA
68
Regal Investment Advisors
Michigan
$12.7M +$2.81M +91,286 +28%
SPIA
69
Steward Partners Investment Advisory
New York
$12M +$1.49M +48,450 +14%
CI
70
Conning Inc
Connecticut
$12M
SS
71
SBI Securities
Japan
$11.7M +$402K +13,092 +4%
SIA
72
SeaBridge Investment Advisors
New Jersey
$11.2M +$4.07M +132,381 +57%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$10.6M -$3.13M -101,702 -23%
AWS
74
Atria Wealth Solutions
New York
$10.4M -$684K -22,254 -6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$10.4M -$571K -18,581 -5%