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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 %
AA
751
Apriem Advisors
California
$275K -$45.8K -1,490 -14%
MSFS
752
Main Street Financial Solutions
Pennsylvania
$274K -$4.7K -153 -2%
KMWM
753
Keudell/Morrison Wealth Management
Oregon
$273K -$26.1K -850 -9%
IW
754
Instrumental Wealth
Florida
$272K +$5.14K +170 +2%
MCFP
755
Mallini Complete Financial Planning
Florida
$271K -$280K
IF
756
Ironwood Financial
Arizona
$270K -$4.67K -152 -2%
ACA
757
Aptus Capital Advisors
Alabama
$270K +$8.14K +265 +3%
MA
758
MKT Advisors
California
$268K
1WA
759
180 Wealth Advisors
Washington
$268K
CAP
760
Columbia Advisory Partners
Washington
$267K +$24.3K +790 +10%
LWM
761
LJI Wealth Management
Indiana
$267K -$10.1K -330 -4%
GWM
762
Greenwich Wealth Management
Connecticut
$265K +$31.3K +1,017 +13%
MIM
763
Moseley Investment Management
Florida
$264K +$54.1K +1,761 +26%
BWP
764
Balboa Wealth Partners
Arizona
$264K +$31 +1 +0%
FNC
765
First National Corp
Massachusetts
$263K -$2.15M -69,951 -89%
Financial Engines Advisors
766
Financial Engines Advisors
California
$262K -$2.21K -72 -0.8%
AWM
767
Axxcess Wealth Management
California
$260K -$311K -10,119 -54%
AC
768
Apella Capital
Connecticut
$260K -$31.2K -1,047 -11%
TA
769
TPG Advisors
Illinois
$260K +$19.7K +641 +8%
CAAS
770
Capital Asset Advisory Services
Michigan
$259K -$310K -10,119 -54%
BC
771
Barrett & Company
Rhode Island
$258K -$28.9K -941 -10%
ISL
772
Ingalls & Snyder LLC
New York
$258K -$36.9K -1,200 -13%
SAM
773
Synergy Asset Management
Washington
$258K -$350K -11,394 -58%
LCM
774
Lazari Capital Management
California
$253K -$33.8K -1,100 -12%
MGIA
775
Moneta Group Investment Advisors
Missouri
$250K -$33.1K -1,078 -12%