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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
RS
901
Rakuten Securities
Japan
$53.9K -$62.2K -1,972 -53%
HC
902
Hoese & Co
Minnesota
$52.2K
HBW
903
Hazlett, Burt & Watson
West Virginia
$52K +$284 +9 +0.5%
HWA
904
HHM Wealth Advisors
Tennessee
$51.9K -$57.3K -1,817 -52%
EWP
905
Elevation Wealth Partners
California
$47.7K
TSMHT
906
Thurston Springer Miller Herd & Titak
Indiana
$47.2K
TPCM
907
Templeton & Phillips Capital Management
Tennessee
$47K
RF
908
Rossby Financial
Florida
$46.5K +$48.5K +1,537 New
SWA
909
SOA Wealth Advisors
New York
$43.8K +$1.38M +43,837 New
JFG
910
JDM Financial Group
Texas
$43.2K
PGAM
911
Princeton Global Asset Management
New Jersey
$43K -$7.88K -250 -15%
DWM
912
Darwin Wealth Management
Florida
$42K
NP
913
NorthRock Partners
Minnesota
$41.9K +$3.44K +109 +9%
PK
914
Pflug Koory
Nebraska
$40.9K +$347 +11 +0.8%
TCA
915
Trifecta Capital Advisors
Illinois
$40.3K
GFPC
916
Global Financial Private Client
Florida
$40K -$631 -20 -2%
SIM
917
Synergy Investment Management
Florida
$36.8K -$13.5K -427 -26%
FRA
918
Front Row Advisors
California
$35.6K
S
919
Sachetta
Massachusetts
$35.3K
BCPWM
920
Bradley & Co Private Wealth Management
Florida
$35.1K
AP
921
Atwood & Palmer
Missouri
$35K -$64.8K -2,057 -64%
GPFA
922
Game Plan Financial Advisors
Ohio
$33.8K
WAM
923
Wolverine Asset Management
Illinois
$33.8K +$34.7K +1,100 New
CFS
924
Compass Financial Services
Iowa
$33.8K +$378 +12 +1%
HR
925
Howe & Rusling
New York
$32.4K -$17.2K -546 -34%