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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
AWM
776
Axxcess Wealth Management
California
$260K -$319K -10,119 -54%
AC
777
Apella Capital
Connecticut
$260K -$33K -1,047 -11%
TA
778
TPG Advisors
Illinois
$260K +$20.2K +641 +8%
CAAS
779
Capital Asset Advisory Services
Michigan
$259K -$319K -10,119 -54%
BC
780
Barrett & Company
Rhode Island
$258K -$29.7K -941 -10%
ISL
781
Ingalls & Snyder LLC
New York
$258K -$37.8K -1,200 -13%
SAM
782
Synergy Asset Management
Washington
$258K -$359K -11,394 -58%
LCM
783
Lazari Capital Management
California
$253K -$34.7K -1,100 -12%
MGIA
784
Moneta Group Investment Advisors
Missouri
$250K -$34K -1,078 -12%
FMC
785
First Merchants Corp
Indiana
$249K -$112K -3,555 -31%
FFBTD
786
First Financial Bank - Trust Division
Ohio
$248K -$159K -5,033 -38%
DWT
787
Dorsey & Whitney Trust
South Dakota
$246K -$10.8K -344 -4%
SAM
788
Seelaus Asset Management
New Jersey
$245K +$46.5K +1,476 +23%
CMI
789
Clare Market Investments
Texas
$244K +$21.1K +670 +9%
PW
790
PUREfi Wealth
Massachusetts
$244K
MP
791
McDonald Partners
Ohio
$244K
CWM
792
C2C Wealth Management
Arizona
$243K
RCWM
793
Red Crane Wealth Management
California
$242K -$38.5K -1,222 -13%
WE
794
Wealth Effects
Massachusetts
$240K -$4.1K -130 -2%
ACIM
795
Azimuth Capital Investment Management
Michigan
$238K -$72.5K -2,300 -23%
EWA
796
EP Wealth Advisors
California
$238K -$273K -8,644 -53%
AP
797
Americana Partners
Texas
$237K +$243K +7,717 New
OIA
798
Optimum Investment Advisors
Illinois
$234K
CWM
799
Collaborative Wealth Management
Florida
$232K -$44.8K -1,420 -16%
AWP
800
Axis Wealth Partners
Rhode Island
$232K -$4.19K -133 -2%