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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
WJWM
1076
Williams Jones Wealth Management
New York
-$225K -7,152 Closed
MG
1077
McHugh Group
Ohio
-$213K -6,775 Closed
FWSM
1078
First Wilshire Securities Management
California
-$210K -6,695 Closed
JIR
1079
James Investment Research
Ohio
-$210K -6,694 Closed
FCH
1080
Freestone Capital Holdings
Washington
-$209K -6,640 Closed
WMA
1081
Wealth Management Associates
New Jersey
-$207K -6,583 Closed
WP
1082
WealthPLAN Partners
Nebraska
-$206K -6,542 Closed
SIC
1083
Samalin Investment Counsel
New York
-$204K -6,500 Closed
OC
1084
Oarsman Capital
Wisconsin
-$178K -5,664 Closed
MFA
1085
McClarren Financial Advisors
Pennsylvania
-$162K -5,154 Closed
RMC
1086
Resources Management Corp
Connecticut
-$112K -3,575 Closed
SMA
1087
Sage Mountain Advisors
Georgia
-$110K -3,483 Closed
NG
1088
Novem Group
New York
-$94.6K -3,008 Closed
RA
1089
Ransom Advisory
Rhode Island
-$94.3K -3,000 Closed
KG
1090
Kieckhefer Group
Wisconsin
-$83.3K -2,650 Closed
EWA
1091
EverSource Wealth Advisors
Alabama
-$77.4K -2,462 Closed
CMANY
1092
Capital Management Associates (New York)
New York
-$67.5K -2,148 Closed
SIS
1093
Strategic Investment Solutions
Illinois
-$35.3K -1,131 Closed
MCM
1094
Mainstream Capital Management
California
-$34.4K -1,093 Closed
EW
1095
Element Wealth
Mississippi
-$21.3K -678 Closed
CBT
1096
CoreFirst Bank & Trust
Kansas
-$18.9K -600 Closed
OP
1097
ORG Partners
Indiana
-$15.9K -503 Closed
MSWA
1098
Marshall & Sterling Wealth Advisors
New York
-$11.5K -367 Closed
GM
1099
GeoWealth Management
Illinois
-$9.84K -313 Closed
GI
1100
GS Investments
Minnesota
-$9.43K -300 Closed