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iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$18.8M -$2.22M -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 -$2.23M -70,733 -11%
PFA
55
Pure Financial Advisors
California
$16.5M +$1.11M +35,231 +7%
JP Morgan Chase
56
JP Morgan Chase
New York
$16.1M -$48.8M -1,548,239 -75%
RSWM
57
Robertson Stephens Wealth Management
California
$15.1M +$323K +10,256 +2%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$14.8M -$491K -15,563 -3%
FBB
59
Fulton Breakefield Broenniman
Maryland
$14.6M +$595K +18,885 +4%
PI
60
Parkside Investments
Illinois
$13.8M +$455K +14,431 +3%
KAS
61
Kestra Advisory Services
Texas
$13.6M -$837K -26,558 -6%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$13.6M +$13.9M +442,200 New
NCM
63
Northside Capital Management
Oregon
$13.2M +$2.34M +74,183 +21%
AAS
64
Avantax Advisory Services
Texas
$13M +$1.53M +48,665 +13%
CS
65
Capital Square
Tennessee
$12.9M +$120K +3,793 +0.9%
SC
66
Swan Capital
Florida
$12.8M +$171K +5,430 +1%
SA
67
Sanctuary Advisors
Indiana
$12.8M -$275K -8,728 -2%
FCBT
68
First Citizens Bank & Trust
North Carolina
$12.8M -$206K -6,538 -2%
RIA
69
Regal Investment Advisors
Michigan
$12.7M +$2.88M +91,286 +28%
SPIA
70
Steward Partners Investment Advisory
New York
$12M +$1.53M +48,450 +14%
CI
71
Conning Inc
Connecticut
$12M
SS
72
SBI Securities
Japan
$11.7M +$413K +13,092 +4%
SIA
73
SeaBridge Investment Advisors
New Jersey
$11.2M +$4.17M +132,381 +57%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$10.6M -$3.21M -101,702 -23%
AWS
75
Atria Wealth Solutions
New York
$10.4M -$702K -22,254 -6%