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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
IMC
1001
Investment Management Corporation
Virginia
$2.77K
BONH
1002
Bank of New Hampshire
New Hampshire
$2.64K
BNP Paribas Financial Markets
1003
BNP Paribas Financial Markets
France
$2.46K
TRCT
1004
Tower Research Capital (TRC)
New York
$2.09K -$3.59K -114 -63%
CWC
1005
Carolinas Wealth Consulting
North Carolina
$2.09K
RBC
1006
Roble Belko & Company
Pennsylvania
$2K +$32 +1 +2%
SWIM
1007
Smallwood Wealth Investment Management
New Jersey
$1.97K +$2.02K +64 New
SC
1008
Solstein Capital
California
$1.84K
PS
1009
PayPay Securities
Japan
$1.71K -$189 -6 -10%
PCTC
1010
Perkins Coie Trust Company
Washington
$1.54K
RF
1011
Roxbury Financial
New Jersey
$1.53K -$3.03K -96 -67%
NMG
1012
New Millennium Group
Utah
$1.51K -$2.87K -91 -65%
KWM
1013
Kiker Wealth Management
Georgia
$1.51K
SAM
1014
Smartleaf Asset Management
Massachusetts
$1.2K -$63 -2 -5%
APW
1015
Atlantic Private Wealth
North Carolina
$1.12K
CFS
1016
CGC Financial Services
Oregon
$1.08K
IWM
1017
IMG Wealth Management
Florida
$932 -$2.71K -86 -74%
GWSA
1018
Global Wealth Strategies & Associates
Colorado
$738
SFA
1019
Semmax Financial Advisors
North Carolina
$413
DFA
1020
DHJJ Financial Advisors
Illinois
$369
SWC
1021
Spectrum Wealth Counsel
Indiana
$339 +$347 +11 New
DCM
1022
Davis Capital Management
Florida
$311
Q1WB
1023
Quest 10 Wealth Builders
Virginia
$61
CAM
1024
Creekmur Asset Management
Illinois
$20
1NWS
1025
1 North Wealth Services
Maryland
$8