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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
RAG
1051
RIA Advisory Group
Iowa
-$468K -14,872 Closed
AI
1052
Auour Investments
Massachusetts
-$466K -14,651 Closed
NL
1053
NWAM LLC
Washington
-$454K -14,453 Closed
LWMM
1054
Legacy Wealth Management (Mississippi)
Mississippi
-$429K -13,644 Closed
EIP
1055
Ellis Investment Partners
Pennsylvania
-$404K -12,848 Closed
PRI
1056
Prepared Retirement Institute
Pennsylvania
-$400K -12,733 Closed
PAG
1057
Private Advisory Group
Washington
-$379K -12,070 Closed
SP
1058
SWS Partners
Ohio
-$366K -11,647 Closed
TPWM
1059
Twelve Points Wealth Management
Massachusetts
-$353K -11,234 Closed
Qube Research & Technologies (QRT)
1060
Qube Research & Technologies (QRT)
United Kingdom
-$338K -10,755 Closed
Betterment LLC
1061
Betterment LLC
New York
-$317K -10,077 Closed
TFP
1062
Traction Financial Partners
Wyoming
-$300K -9,534 Closed
MFG
1063
Magnus Financial Group
New York
-$296K -9,402 Closed
HKIMG
1064
Hutchens & Kramer Investment Management Group
Indiana
-$295K -9,369 Closed
JWBC
1065
J.W. Burns & Co
New York
-$272K -8,648 Closed
ACP
1066
Aveo Capital Partners
Colorado
-$272K -8,638 Closed
RRA
1067
Round Rock Advisors
Connecticut
-$256K -8,145 Closed
CP
1068
Castleview Partners
Texas
-$258K -8,119 Closed
DFCM
1069
Dark Forest Capital Management
Puerto Rico
-$237K -7,533 Closed
CIC
1070
Cutler Investment Counsel
Oregon
-$236K -7,504 Closed
CCFM
1071
Clear Creek Financial Management
Washington
-$235K -7,468 Closed
IHL
1072
Investment House LLC
California
-$234K -7,448 Closed
TNBTD
1073
Trustmark National Bank Trust Department
Mississippi
-$228K -7,244 Closed
PFG
1074
Pinnacle Financial Group
Illinois
-$227K -7,221 Closed
WF
1075
WoodTrust Financial
Wisconsin
-$226K -7,193 Closed