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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 %
ANTB
76
AMG National Trust Bank
Colorado
$10.4M -$183K -5,961 -2%
SFA
77
Sequoia Financial Advisors
Ohio
$10.3M -$3.23M -105,248 -24%
PAS
78
Park Avenue Securities
New York
$10.3M +$3.49M +113,723 +51%
SCTC
79
Sanibel Captiva Trust Company
Florida
$9.96M -$813K -26,467 -8%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$9.93M +$2.79M +90,287 +39%
SF
81
Synovus Financial
Georgia
$9.91M +$269K +8,757 +3%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$9.84M +$3.15M +102,428 +47%
CFO
83
Collective Family Office
Pennsylvania
$9.65M +$367K +11,932 +4%
GLA
84
Good Life Advisors
Pennsylvania
$9.5M +$2.49M +81,067 +36%
WCA
85
Westover Capital Advisors
Delaware
$9.4M -$258K -8,381 -3%
OHIS
86
Oak Harvest Investment Services
Texas
$9.37M +$9.37M +304,887 New
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$9.19M -$169K -5,494 -2%
HNB
88
Huntington National Bank
Ohio
$9.14M -$8.63M
VW
89
Vantage Wealth
California
$8.79M +$81.4K +2,650 +0.9%
FFG
90
Frisch Financial Group
New York
$8.74M +$8.74M +284,554 New
Creative Planning
91
Creative Planning
Kansas
$8.73M +$2.22M +72,302 +34%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$8.7M +$202K +6,588 +2%
NA
93
NewEdge Advisors
Louisiana
$8.62M -$2.1M -68,239 -20%
CLGM
94
Capitolis Liquid Global Markets
New York
$8.47M +$8.47M +278,000 New
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$8.22M -$166K -5,387 -2%
CCM
96
Campbell Capital Management
Florida
$8.16M -$363K -11,802 -4%
BI
97
Ballast Inc
Kentucky
$8.02M +$47.1K +1,532 +0.6%
PAG
98
Private Advisor Group
New Jersey
$7.97M +$196K +6,363 +3%
CAWM
99
Capital Advisors Wealth Management
Washington
$7.53M +$7.19M +234,012 +2,098%
MFIM
100
Mesirow Financial Investment Management
Illinois
$7.39M +$384K +12,486 +5%