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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$10.4M -$586K -18,581 -5%
ANTB
77
AMG National Trust Bank
Colorado
$10.4M -$188K -5,961 -2%
SFA
78
Sequoia Financial Advisors
Ohio
$10.3M -$3.32M -105,248 -24%
PAS
79
Park Avenue Securities
New York
$10.3M +$3.59M +113,723 +51%
SCTC
80
Sanibel Captiva Trust Company
Florida
$9.96M -$834K -26,467 -8%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$9.93M +$2.85M +90,287 +39%
SF
82
Synovus Financial
Georgia
$9.91M +$276K +8,757 +3%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$9.84M +$3.23M +102,428 +47%
CFO
84
Collective Family Office
Pennsylvania
$9.65M +$376K +11,932 +4%
GLA
85
Good Life Advisors
Pennsylvania
$9.5M +$2.56M +81,067 +36%
WCA
86
Westover Capital Advisors
Delaware
$9.4M -$264K -8,381 -3%
OHIS
87
Oak Harvest Investment Services
Texas
$9.37M +$9.61M +304,887 New
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$9.19M -$173K -5,494 -2%
HNB
89
Huntington National Bank
Ohio
$9.14M
VW
90
Vantage Wealth
California
$8.79M +$83.5K +2,650 +0.9%
FFG
91
Frisch Financial Group
New York
$8.74M +$8.97M +284,554 New
Creative Planning
92
Creative Planning
Kansas
$8.73M +$2.28M +72,302 +34%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$8.7M +$208K +6,588 +2%
NA
94
NewEdge Advisors
Louisiana
$8.62M -$2.15M -68,239 -20%
CLGM
95
Capitolis Liquid Global Markets
New York
$8.47M +$8.76M +278,000 New
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$8.22M -$170K -5,387 -2%
CCM
97
Campbell Capital Management
Florida
$8.16M -$372K -11,802 -4%
BI
98
Ballast Inc
Kentucky
$8.02M +$48.3K +1,532 +0.6%
PAG
99
Private Advisor Group
New Jersey
$7.97M +$201K +6,363 +3%
GFG
100
Greenberg Financial Group
Arizona
$7.87M +$8.19M +259,622 New