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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 %
NL
851
NVWM LLC
Pennsylvania
$120K -$1.48K -48 -1%
AWM
852
Atticus Wealth Management
Florida
$118K -$164K -5,328 -58%
GT
853
Glenmede Trust
Pennsylvania
$112K +$71.3K +2,321 +176%
WSCM
854
Wellington Shields Capital Management
New York
$110K +$66.1K +2,151 +149%
USB
855
Union Savings Bank
Connecticut
$109K -$6.14K -200 -5%
CSC
856
Cove Street Capital
California
$108K
PP
857
Pacifica Partners
Canada
$105K +$180 +6 +0.2%
VWM
858
Valley Wealth Managers
New Jersey
$102K -$582K -18,922 -85%
CIAS
859
Capital Investment Advisory Services
North Carolina
$101K +$61 +2 +0.1%
WIM
860
Westside Investment Management
California
$100K +$24.4K +795 +32%
BFP
861
Briaud Financial Planning
Texas
$97K
EC
862
Elequin Capital
New York
$94.5K +$94.5K +3,076 New
BTD
863
BankPlus Trust Department
Mississippi
$92.2K
AFG
864
Albion Financial Group
Utah
$91.8K -$1.08M -35,080 -92%
MCM
865
Manchester Capital Management
Vermont
$90.1K -$52.9K -1,720 -37%
AWM
866
Activest Wealth Management
Florida
$87.6K +$7.5K +244 +9%
TWM
867
Topsail Wealth Management
North Carolina
$84.5K
CFO
868
CVA Family Office
Colorado
$84K
BFPW
869
BOK Financial Private Wealth
Colorado
$83K -$10K -327 -11%
BPAMU
870
BTG Pactual Asset Management US
New York
$82.7K -$229K -7,467 -74%
LFASL
871
Lugano Financial Advisors SA (LFA)
Switzerland
$81.3K
BHWM
872
Beaird Harris Wealth Management
Texas
$80.2K +$57.3K +1,865 +250%
AW
873
Avion Wealth
Texas
$77K
OSAM
874
O'Shaughnessy Asset Management
Connecticut
$76.9K
PW
875
Pandora Wealth
Illinois
$76.8K +$76.8K +2,500 New