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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
NSG
876
Nalls Sherbakoff Group
Tennessee
$88.1K +$90.4K +2,866 New
AWM
877
Activest Wealth Management
Florida
$87.5K +$7.69K +244 +9%
TWM
878
Topsail Wealth Management
North Carolina
$84.5K
CFO
879
CVA Family Office
Colorado
$84K
BFPW
880
BOK Financial Private Wealth
Colorado
$83K -$10.3K -327 -11%
BPAMU
881
BTG Pactual Asset Management US
New York
$82.7K -$235K -7,467 -74%
LFASL
882
Lugano Financial Advisors SA (LFA)
Switzerland
$81.3K
BHWM
883
Beaird Harris Wealth Management
Texas
$80.2K +$58.8K +1,865 +250%
AW
884
Avion Wealth
Texas
$77K
OSAM
885
O'Shaughnessy Asset Management
Connecticut
$76.9K
PW
886
Pandora Wealth
Illinois
$76.8K +$78.8K +2,500 New
LFG
887
Larson Financial Group
Missouri
$76.3K -$17K -540 -18%
MFT
888
Moisand Fitzgerald Tamayo
Florida
$74.7K
EWM
889
EPG Wealth Management
Georgia
$74.6K -$56.9K -1,805 -43%
HPC
890
HM Payson & Co
Maine
$72.8K +$52.6K +1,669 +238%
MMCM
891
Murphy & Mullick Capital Management
New York
$69.3K -$4.07K -129 -5%
EB
892
Eastern Bank
Massachusetts
$66.1K
BOJHT
893
Bank of Jackson Hole Trust
Wyoming
$64.7K
GTAM
894
Global Trust Asset Management
Florida
$64.1K -$892K -28,293 -93%
TFGT
895
TS Financial Group (TSFG)
Illinois
$64K +$63 +2 +0.1%
PA
896
PSI Advisors
Florida
$63.8K -$5.71K -181 -8%
LWMI
897
Legacy Wealth Management (Idaho)
Idaho
$59.8K +$61.4K +1,947 New
NEWAS
898
N.E.W. Advisory Services
Wisconsin
$58.4K +$60K +1,902 New
MAS
899
MPWM Advisory Solutions
Georgia
$57.2K -$5.04K -160 -8%
OC
900
Oakworth Capital
Alabama
$56.3K