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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
BLC
851
Brown, Lisle/Cummings
Rhode Island
$170K
ZBNA
852
Zions Bancorporation, National Association
Utah
$169K +$173K +5,500 New
HIM
853
Hillsdale Investment Management
Ontario, Canada
$144K +$148K +4,700 New
MCI
854
MRP Capital Investments
Georgia
$144K
VWM
855
Vermillion Wealth Management
Minnesota
$135K -$43.6K -1,384 -24%
FFA
856
Founders Financial Alliance
North Carolina
$133K -$7.98K -253 -6%
HCM
857
Hollencrest Capital Management
California
$129K +$1.45K +46 +1%
CA
858
Clearstead Advisors
Ohio
$122K +$3.47K +110 +3%
BWL
859
Bogart Wealth LLC
Virginia
$120K -$3.69K -117 -3%
NL
860
NVWM LLC
Pennsylvania
$120K -$1.51K -48 -1%
AWM
861
Atticus Wealth Management
Florida
$118K -$168K -5,328 -58%
GT
862
Glenmede Trust
Pennsylvania
$112K +$73.2K +2,321 +176%
WSCM
863
Wellington Shields Capital Management
New York
$110K +$67.8K +2,151 +149%
USB
864
Union Savings Bank
Connecticut
$109K -$6.3K -200 -5%
MWA
865
Medallion Wealth Advisors
Connecticut
$108K +$7.09K +225 +7%
CSC
866
Cove Street Capital
California
$108K
PP
867
Pacifica Partners
Canada
$105K +$189 +6 +0.2%
VWM
868
Valley Wealth Managers
New Jersey
$102K -$597K -18,922 -85%
CIAS
869
Capital Investment Advisory Services
North Carolina
$101K +$63 +2 +0.1%
WIM
870
Westside Investment Management
California
$100K +$25.1K +795 +32%
BFP
871
Briaud Financial Planning
Texas
$97K
EC
872
Elequin Capital
New York
$94.5K +$97K +3,076 New
BTD
873
BankPlus Trust Department
Mississippi
$92.2K
AFG
874
Albion Financial Group
Utah
$91.8K -$1.11M -35,080 -92%
MCM
875
Manchester Capital Management
Vermont
$90.1K -$54.2K -1,720 -37%