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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 %
CCG
801
Cypress Capital Group
Florida
$224K -$99.9K -3,250 -31%
TWP
802
Tyche Wealth Partners
Texas
$224K -$19.6K -638 -8%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$224K
CT
804
Colonial Trust
South Carolina
$223K +$953 +31 +0.4%
ZIM
805
Zacks Investment Management
Illinois
$223K -$1.97M -64,242 -90%
RWM
806
Ritholtz Wealth Management
New York
$222K -$6.61K -215 -3%
TCM
807
Tran Capital Management
California
$219K
HAG
808
HF Advisory Group
Maryland
$217K -$31.1K -1,011 -13%
KFI
809
Key Financial Inc
Pennsylvania
$216K -$40.8K -1,328 -16%
SMH
810
Sanders Morris Harris
Texas
$216K
AF
811
Advisornet Financial
Minnesota
$215K +$6.15K +200 +3%
PAS
812
PKS Advisory Services
New York
$215K -$160K -5,205 -43%
WCM
813
WealthBridge Capital Management
Ohio
$214K -$5.96K -194 -3%
AFA
814
Allium Financial Advisors
Oregon
$213K +$213K +6,941 New
AIC
815
Archer Investment Corporation
Indiana
$213K +$31 +1 +0%
JHCP
816
Jackson Hole Capital Partners
Oklahoma
$212K
SIG
817
Stonegate Investment Group
Alabama
$211K
NLP
818
Next Level Private
New York
$211K +$2.31K +75 +1%
VCA
819
Verdence Capital Advisors
Maryland
$211K
OA
820
Oxbow Advisors
Texas
$211K -$20K -650 -9%
AFP
821
Ausdal Financial Partners
Iowa
$210K -$49.6K -1,613 -19%
DWM
822
Denver Wealth Management
Colorado
$210K -$4.89K -159 -2%
AA
823
Alesco Advisors
New York
$209K +$12.9K +419 +7%
PWM
824
Pines Wealth Management
North Carolina
$206K +$206K +7,110 New
SC
825
Scotia Capital
Ontario, Canada
$206K -$9.4K -306 -4%