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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 %
LFG
876
Larson Financial Group
Missouri
$76.3K -$16.6K -540 -18%
MFT
877
Moisand Fitzgerald Tamayo
Florida
$74.7K
EWM
878
EPG Wealth Management
Georgia
$74.6K -$55.5K -1,805 -43%
HPC
879
HM Payson & Co
Maine
$72.8K +$51.3K +1,669 +238%
MMCM
880
Murphy & Mullick Capital Management
New York
$69.3K -$3.96K -129 -5%
EB
881
Eastern Bank
Massachusetts
$66.1K
BOJHT
882
Bank of Jackson Hole Trust
Wyoming
$64.7K
GTAM
883
Global Trust Asset Management
Florida
$64.1K -$869K -28,293 -93%
TFGT
884
TS Financial Group (TSFG)
Illinois
$64K +$61 +2 +0.1%
PA
885
PSI Advisors
Florida
$63.8K -$5.56K -181 -8%
LWMI
886
Legacy Wealth Management (Idaho)
Idaho
$59.8K +$59.8K +1,947 New
NEWAS
887
N.E.W. Advisory Services
Wisconsin
$58.4K +$58.4K +1,902 New
MAS
888
MPWM Advisory Solutions
Georgia
$57.2K -$4.92K -160 -8%
OC
889
Oakworth Capital
Alabama
$56.3K
RS
890
Rakuten Securities
Japan
$53.9K -$60.6K -1,972 -53%
HC
891
Hoese & Co
Minnesota
$52.2K
HBW
892
Hazlett, Burt & Watson
West Virginia
$52K +$276 +9 +0.5%
HWA
893
HHM Wealth Advisors
Tennessee
$51.9K -$55.8K -1,817 -52%
EWP
894
Elevation Wealth Partners
California
$47.7K
TSMHT
895
Thurston Springer Miller Herd & Titak
Indiana
$47.2K
TPCM
896
Templeton & Phillips Capital Management
Tennessee
$47K
RF
897
Rossby Financial
Florida
$46.5K +$46.5K +1,537 New
SWA
898
SOA Wealth Advisors
New York
$43.8K +$43.8K +43,837 New
JFG
899
JDM Financial Group
Texas
$43.2K
PGAM
900
Princeton Global Asset Management
New Jersey
$43K -$7.68K -250 -15%