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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
BSHC
801
Breed's Hill Capital
Massachusetts
$231K
FNWM
802
Financial Network Wealth Management
Utah
$230K +$63 +2 +0%
AA
803
Armis Advisers
Georgia
$229K +$239K +7,592 New
IWP
804
Insight Wealth Partners
Texas
$229K
HT
805
Headlands Technologies
Illinois
$228K +$234K +7,416 New
NIWA
806
New Insight Wealth Advisors
California
$228K -$4.73K -150 -2%
WA
807
Wealthstar Advisors
Texas
$226K -$44K -1,397 -16%
SAI
808
Savvy Advisors Inc
New York
$226K -$30.9K -979 -12%
LA
809
Lane & Associates
New Jersey
$225K -$283K -8,984 -55%
CCG
810
Cypress Capital Group
Florida
$224K -$102K -3,250 -31%
TWP
811
Tyche Wealth Partners
Texas
$224K -$20.1K -638 -8%
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
$224K
CT
813
Colonial Trust
South Carolina
$223K +$977 +31 +0.4%
ZIM
814
Zacks Investment Management
Illinois
$223K -$2.03M -64,242 -90%
RWM
815
Ritholtz Wealth Management
New York
$222K -$6.78K -215 -3%
TCM
816
Tran Capital Management
California
$219K
HAG
817
HF Advisory Group
Maryland
$217K -$31.9K -1,011 -13%
KFI
818
Key Financial Inc
Pennsylvania
$216K -$41.9K -1,328 -16%
SMH
819
Sanders Morris Harris
Texas
$216K
AF
820
Advisornet Financial
Minnesota
$215K +$6.3K +200 +3%
PAS
821
PKS Advisory Services
New York
$215K -$164K -5,205 -43%
WCM
822
WealthBridge Capital Management
Ohio
$214K -$6.12K -194 -3%
AFA
823
Allium Financial Advisors
Oregon
$213K +$219K +6,941 New
AIC
824
Archer Investment Corporation
Indiana
$213K +$32 +1 +0%
JHCP
825
Jackson Hole Capital Partners
Oklahoma
$212K