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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
SIG
826
Stonegate Investment Group
Alabama
$211K
NLP
827
Next Level Private
New York
$211K +$2.37K +75 +1%
VCA
828
Verdence Capital Advisors
Maryland
$211K
OA
829
Oxbow Advisors
Texas
$211K -$20.5K -650 -9%
AFP
830
Ausdal Financial Partners
Iowa
$210K -$50.9K -1,613 -19%
MCA
831
Millennium Capital Advisors
Arkansas
$210K -$18.1K -575 -8%
DWM
832
Denver Wealth Management
Colorado
$210K -$5.01K -159 -2%
AA
833
Alesco Advisors
New York
$209K +$13.2K +419 +7%
PWM
834
Pines Wealth Management
North Carolina
$206K +$224K +7,110 New
SC
835
Scotia Capital
Ontario, Canada
$206K -$9.65K -306 -4%
EW
836
Evoke Wealth
California
$205K +$1.76K +56 +0.8%
RWB
837
RMR Wealth Builders
New Jersey
$205K -$32.2K -1,020 -13%
TAM
838
Tocqueville Asset Management
New York
$205K +$210K +6,660 New
CFA
839
Camarda Financial Advisors
Florida
$204K -$759K -24,069 -78%
MAG
840
Mokosak Advisory Group
Iowa
$203K +$2.27K +72 +1%
CAMG
841
CWA Asset Management Group
Florida
$202K -$5.8K -184 -3%
AWS
842
Arkfeld Wealth Strategies
Nebraska
$201K +$212K +6,726 New
AA
843
Ancora Advisors
Ohio
$200K +$8.04K +255 +4%
WB
844
Webster Bank
Connecticut
$194K -$31.5K -1,000 -14%
JEST
845
JTC Employer Solutions Trustee
Jersey
$190K
WSC
846
Wellington Shields & Co
New York
$189K +$17.3K +550 +10%
NEAM
847
New England Asset Management
Connecticut
$184K
AC
848
AlphaCore Capital
California
$176K +$180K +5,724 New
WT
849
Washington Trust
Rhode Island
$172K +$3.5K +111 +2%
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$94.6K -3,000 -35%