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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 %
AIM
976
Anchor Investment Management
South Carolina
$4.68K
QCG
977
Quadrant Capital Group
Ohio
$4.61K
LI
978
LRI Investments
Florida
$4.61K
LWA
979
Lowe Wealth Advisors
Maryland
$4.61K +$4.61K +150 New
PSB
980
Piscataqua Savings Bank
New Hampshire
$4.12K
VCM
981
Versant Capital Management
Arizona
$3.96K
IHWM
982
Iron Horse Wealth Management
Iowa
$3.9K +$3.63K +118 +1,311%
WTFG
983
Wood Tarver Financial Group
Idaho
$3.84K
WWM
984
Wolff Wiese Magana
California
$3.44K
BL
985
BFSG LLC
California
$3.07K
EWA
986
Elevate Wealth Advisory
Georgia
$2.83K +$2.83K +92 New
FWA
987
Flagship Wealth Advisors
Massachusetts
$2.77K
IMC
988
Investment Management Corporation
Virginia
$2.77K
BONH
989
Bank of New Hampshire
New Hampshire
$2.64K
BNP Paribas Financial Markets
990
BNP Paribas Financial Markets
France
$2.46K
TRCT
991
Tower Research Capital (TRC)
New York
$2.09K -$3.5K -114 -63%
CWC
992
Carolinas Wealth Consulting
North Carolina
$2.09K
RBC
993
Roble Belko & Company
Pennsylvania
$2K +$30 +1 +2%
SWIM
994
Smallwood Wealth Investment Management
New Jersey
$1.97K +$1.97K +64 New
SC
995
Solstein Capital
California
$1.84K
PS
996
PayPay Securities
Japan
$1.71K -$186 -6 -10%
PCTC
997
Perkins Coie Trust Company
Washington
$1.54K
RF
998
Roxbury Financial
New Jersey
$1.53K -$3.06K -96 -67%
NMG
999
New Millennium Group
Utah
$1.51K -$2.8K -91 -65%
KWM
1000
Kiker Wealth Management
Georgia
$1.51K