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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 %
MIM
726
Merrion Investment Management
New Jersey
$307K
BIA
727
Benchmark Investment Advisors
Illinois
$307K -$25.9K -842 -8%
OA
728
Operose Advisors
Wisconsin
$306K -$11.7K -380 -4%
FHA
729
First Horizon Advisors
Tennessee
$303K -$28.1K -914 -8%
SWA
730
SFMG Wealth Advisors
Texas
$302K +$1.94K +63 +0.6%
GSEP
731
Golden State Equity Partners
California
$302K +$16.1K +523 +6%
VFA
732
Valeo Financial Advisors
Indiana
$300K +$9.04K +294 +3%
BB
733
Bell Bank
North Dakota
$300K
KWS
734
Keystone Wealth Services
California
$299K -$85K -2,767 -22%
WCG
735
Weaver Consulting Group
California
$298K -$24K -780 -7%
GI
736
Gradient Investments
Minnesota
$298K +$6.15K +200 +2%
IAG
737
Investmark Advisory Group
Connecticut
$296K -$24.1K -783 -8%
MFG
738
Midwest Financial Group
Kansas
$294K -$13.1K -425 -4%
WFA
739
Websterrogers Financial Advisors
South Carolina
$293K +$830 +27 +0.3%
B
740
Bensler
Washington
$290K -$23.5K -764 -7%
LSIA
741
LaSalle St. Investment Advisors
Illinois
$289K +$10.3K +337 +4%
BTC
742
Bank & Trust Company
Illinois
$288K
GG
743
GenWealth Group
New Jersey
$287K
NG
744
Norden Group
Utah
$287K +$26K +845 +10%
WAG
745
Winthrop Advisory Group
Massachusetts
$286K
EGA
746
E&G Advisors
Texas
$282K -$307 -10 -0.1%
ST
747
Smithfield Trust
Pennsylvania
$282K
LBC
748
Leigh Baldwin & Co
New York
$281K +$1.17K +38 +0.4%
PWM
749
Proathlete Wealth Management
Florida
$280K
QFA
750
Quantum Financial Advisors
California
$276K -$104K -3,400 -27%