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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 %
EW
826
Evoke Wealth
California
$205K +$1.72K +56 +0.8%
RWB
827
RMR Wealth Builders
New Jersey
$205K -$31.3K -1,020 -13%
TAM
828
Tocqueville Asset Management
New York
$205K +$205K +6,660 New
CFA
829
Camarda Financial Advisors
Florida
$204K -$740K -24,069 -78%
MAG
830
Mokosak Advisory Group
Iowa
$203K +$2.21K +72 +1%
CAMG
831
CWA Asset Management Group
Florida
$202K -$5.65K -184 -3%
VCP
832
Verus Capital Partners
Arizona
$201K -$1.54K -50 -0.8%
AWS
833
Arkfeld Wealth Strategies
Nebraska
$201K +$201K +6,726 New
AA
834
Ancora Advisors
Ohio
$200K +$7.84K +255 +4%
WB
835
Webster Bank
Connecticut
$194K -$30.7K -1,000 -14%
JEST
836
JTC Employer Solutions Trustee
Jersey
$190K
WSC
837
Wellington Shields & Co
New York
$189K +$16.9K +550 +10%
NEAM
838
New England Asset Management
Connecticut
$184K
AC
839
AlphaCore Capital
California
$176K +$176K +5,724 New
WT
840
Washington Trust
Rhode Island
$172K +$3.41K +111 +2%
JFGIW
841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$92.2K -3,000 -35%
BLC
842
Brown, Lisle/Cummings
Rhode Island
$170K
ZBNA
843
Zions Bancorporation, National Association
Utah
$169K +$169K +5,500 New
HIM
844
Hillsdale Investment Management
Ontario, Canada
$144K +$144K +4,700 New
MCI
845
MRP Capital Investments
Georgia
$144K
VWM
846
Vermillion Wealth Management
Minnesota
$135K -$42.5K -1,384 -24%
FFA
847
Founders Financial Alliance
North Carolina
$133K -$7.77K -253 -6%
HCM
848
Hollencrest Capital Management
California
$129K +$1.41K +46 +1%
CA
849
Clearstead Advisors
Ohio
$122K +$3.38K +110 +3%
BWL
850
Bogart Wealth LLC
Virginia
$120K -$3.6K -117 -3%