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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
MWM
726
Modera Wealth Management
New Jersey
$311K +$9.77K +310 +3%
DW
727
Dodds Wealth
Colorado
$311K +$3.5K +111 +1%
BA
728
Bristlecone Advisors
Washington
$310K
EIA
729
Edgemoor Investment Advisors
Maryland
$310K -$1.73K -55 -0.5%
TAM
730
Titleist Asset Management
Texas
$310K +$12.6K +400 +4%
WF
731
Warner Financial
Maryland
$309K +$2.58K +82 +0.8%
SCI
732
Stableford Capital II
Arizona
$307K -$333K -10,547 -50%
MIM
733
Merrion Investment Management
New Jersey
$307K
PMWMG
734
Parr McKnight Wealth Management Group
Minnesota
$307K
NFG
735
Norris Financial Group
South Carolina
$307K +$23.6K +750 +8%
BIA
736
Benchmark Investment Advisors
Illinois
$307K -$26.5K -842 -8%
OA
737
Operose Advisors
Wisconsin
$306K -$12K -380 -4%
FHA
738
First Horizon Advisors
Tennessee
$303K -$28.8K -914 -8%
SWA
739
SFMG Wealth Advisors
Texas
$302K +$1.99K +63 +0.6%
GSEP
740
Golden State Equity Partners
California
$302K +$16.5K +523 +6%
VFA
741
Valeo Financial Advisors
Indiana
$300K +$9.27K +294 +3%
BB
742
Bell Bank
North Dakota
$300K
KWS
743
Keystone Wealth Services
California
$299K -$87.2K -2,767 -22%
WCG
744
Weaver Consulting Group
California
$298K -$24.6K -780 -7%
GI
745
Gradient Investments
Minnesota
$298K +$6.3K +200 +2%
IAG
746
Investmark Advisory Group
Connecticut
$296K -$24.7K -783 -8%
MFG
747
Midwest Financial Group
Kansas
$294K -$13.4K -425 -4%
WFA
748
Websterrogers Financial Advisors
South Carolina
$293K +$851 +27 +0.3%
B
749
Bensler
Washington
$290K -$24.1K -764 -7%
LSIA
750
LaSalle St. Investment Advisors
Illinois
$289K +$10.6K +337 +4%