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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
GC
976
Garde Capital
Washington
$6.92K +$7.09K +225 New
FF
977
Friedenthal Financial
New Jersey
$6.64K
AIA
978
Angeles Investment Advisors
California
$6.15K
BAM
979
Bellevue Asset Management
Washington
$6.15K
GA
980
GoalVest Advisory
New York
$6.15K +$6.3K +200 New
PWAM
981
Private Wealth Asset Management
Iowa
$6.15K +$6.3K +200 New
CAM
982
Costello Asset Management
Pennsylvania
$6.13K +$6.3K +200 New
RI
983
Ridgewood Investments
New Jersey
$5.9K -$6.05K -192 -50%
RFS
984
Richardson Financial Services
Massachusetts
$5.35K
CCM
985
Chilton Capital Management
Texas
$5.22K -$4.79K -152 -47%
MLA
986
MB, Levis & Associates
Pennsylvania
$5.13K
CPG
987
Cornerstone Planning Group
New Jersey
$5.02K +$95 +3 +2%
T
988
Transce3nd
Texas
$4.79K -$43.3K -1,375 -90%
AIM
989
Anchor Investment Management
South Carolina
$4.68K
LI
990
LRI Investments
Florida
$4.61K
QCG
991
Quadrant Capital Group
Ohio
$4.61K
LWA
992
Lowe Wealth Advisors
Maryland
$4.61K +$4.73K +150 New
PSB
993
Piscataqua Savings Bank
New Hampshire
$4.12K
VCM
994
Versant Capital Management
Arizona
$3.96K
IHWM
995
Iron Horse Wealth Management
Iowa
$3.9K +$3.72K +118 +1,311%
WTFG
996
Wood Tarver Financial Group
Idaho
$3.84K
WWM
997
Wolff Wiese Magana
California
$3.44K
BL
998
BFSG LLC
California
$3.07K
EWA
999
Elevate Wealth Advisory
Georgia
$2.83K +$2.9K +92 New
FWA
1000
Flagship Wealth Advisors
Massachusetts
$2.77K