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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 %
FMC
776
First Merchants Corp
Indiana
$249K -$109K -3,555 -31%
FFBTD
777
First Financial Bank - Trust Division
Ohio
$248K -$155K -5,033 -38%
DWT
778
Dorsey & Whitney Trust
South Dakota
$246K -$10.6K -344 -4%
SAM
779
Seelaus Asset Management
New Jersey
$245K +$45.4K +1,476 +23%
CMI
780
Clare Market Investments
Texas
$244K +$20.6K +670 +9%
PW
781
PUREfi Wealth
Massachusetts
$244K
MP
782
McDonald Partners
Ohio
$244K
CWM
783
C2C Wealth Management
Arizona
$243K
RCWM
784
Red Crane Wealth Management
California
$242K -$37.6K -1,222 -13%
WE
785
Wealth Effects
Massachusetts
$240K -$4K -130 -2%
ACIM
786
Azimuth Capital Investment Management
Michigan
$238K -$70.7K -2,300 -23%
EWA
787
EP Wealth Advisors
California
$238K -$266K -8,644 -53%
AP
788
Americana Partners
Texas
$237K +$237K +7,717 New
OIA
789
Optimum Investment Advisors
Illinois
$234K
CWM
790
Collaborative Wealth Management
Florida
$232K -$43.6K -1,420 -16%
AWP
791
Axis Wealth Partners
Rhode Island
$232K -$4.09K -133 -2%
BSHC
792
Breed's Hill Capital
Massachusetts
$231K
FNWM
793
Financial Network Wealth Management
Utah
$230K +$61 +2 +0%
AA
794
Armis Advisers
Georgia
$229K +$229K +7,592 New
IWP
795
Insight Wealth Partners
Texas
$229K
HT
796
Headlands Technologies
Illinois
$228K +$228K +7,416 New
NIWA
797
New Insight Wealth Advisors
California
$228K -$4.61K -150 -2%
WA
798
Wealthstar Advisors
Texas
$226K -$42.9K -1,397 -16%
SAI
799
Savvy Advisors Inc
New York
$226K -$30.1K -979 -12%
LA
800
Lane & Associates
New Jersey
$225K -$276K -8,984 -55%