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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
CAWM
101
Capital Advisors Wealth Management
Washington
$7.53M +$7.38M +234,012 +2,098%
MFIM
102
Mesirow Financial Investment Management
Illinois
$7.39M +$394K +12,486 +5%
SP
103
Stablepoint Partners
Massachusetts
$7.34M +$422K +13,393 +6%
DADC
104
D.A. Davidson & Co
Montana
$7.33M -$271K -8,587 -3%
Comerica Bank
105
Comerica Bank
Texas
$7.3M +$278K +8,810 +4%
FDS
106
Freedom Day Solutions
Texas
$7.26M +$587K +18,616 +9%
FSC
107
Full Sail Capital
Oklahoma
$7.05M +$24K +760 +0.3%
Lido Advisors
108
Lido Advisors
California
$7.04M +$1.55M +49,041 +27%
SAMC
109
Spectrum Asset Management (Connecticut)
Connecticut
$6.85M -$1.83M -58,088 -21%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$6.83M -$153K -4,858 -2%
PFS
111
Prospera Financial Services
Texas
$6.78M +$706K +22,390 +11%
GAA
112
Global Assets Advisory
Florida
$6.63M +$4.2M +133,165 +150%
MHIP
113
Mountain Hill Investment Partners
New Jersey
$6.45M +$125K +3,954 +2%
MWA
114
Moser Wealth Advisors
Washington
$6.43M -$68.6K -2,175 -1%
DAS
115
Dynamic Advisor Solutions
Arizona
$6.4M +$359K +11,401 +6%
AWM
116
Angeles Wealth Management
California
$6.29M +$143K +4,540 +2%
CFP
117
Curran Financial Partners
South Carolina
$6.24M +$724K +22,952 +13%
ALC
118
Alexander Labrunerie & Co
Missouri
$6.19M -$74.8K -2,373 -1%
GL
119
Graypoint LLC
New York
$6.12M +$405K +12,850 +7%
PI
120
PineBridge Investments
New York
$6.01M +$6.16M +195,455 New
IFA
121
Independence Financial Advisors
New Hampshire
$5.99M +$6.14M +194,899 New
AllianceBernstein
122
AllianceBernstein
Tennessee
$5.95M -$662K -20,989 -10%
DC
123
Davenport & Co
Virginia
$5.93M +$384K +12,166 +7%
GI
124
GAMMA Investing
California
$5.9M +$1.52M +48,203 +34%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$5.89M +$698K +22,142 +13%