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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
BHWA
126
Beacon Harbor Wealth Advisors
Virginia
$5.76M +$307K +9,746 +5%
IFG
127
Independent Financial Group
California
$5.76M -$194K -6,147 -3%
CL
128
CIM LLC
New York
$5.64M +$3.37M +106,821 +140%
KTC
129
Kentucky Trust Company
Kentucky
$5.54M +$188K +5,954 +3%
KAM
130
Knightsbridge Asset Management
California
$5.5M +$2.15M +68,052 +61%
RIS
131
Richmond Investment Services
Wisconsin
$5.45M +$558K +17,713 +11%
QIM
132
Quest Investment Management
Oregon
$5.44M
BCM
133
Brookstone Capital Management
Illinois
$5.4M -$455K -14,430 -8%
RFWA
134
RPg Family Wealth Advisory
Massachusetts
$5.36M +$94.3K +2,992 +2%
EWA
135
Exencial Wealth Advisors
Oklahoma
$5.34M -$102K -3,221 -2%
AssetMark Inc
136
AssetMark Inc
California
$5.24M -$182K -5,772 -3%
FAT
137
First American Trust
California
$5.23M +$658K +20,859 +14%
CA
138
Crewe Advisors
Utah
$5.16M -$189K -5,988 -3%
FAP
139
Financial Advisory Partners
Florida
$5.13M -$59.6K -1,889 -1%
BFC
140
Blue Fin Capital
Rhode Island
$5.12M +$13.6K +432 +0.3%
BAM
141
BOS Asset Management
Illinois
$5.09M -$3.09K -98 -0.1%
JGIA
142
Jackson Grant Investment Advisers
Connecticut
$5.06M +$290K +9,189 +6%
RIL
143
Rothschild Investment LLC
Illinois
$5.05M -$908K -28,813 -15%
ES
144
Eagle Strategies
New York
$5.04M +$388K +12,307 +8%
IFPG
145
Intrepid Financial Planning Group
Indiana
$5M -$86K -2,727 -2%
GCM
146
Glaxis Capital Management
Florida
$4.98M +$820K +26,000 +19%
FFS
147
Fortress Financial Solutions
Arizona
$4.93M +$1.28M +40,478 +34%
SAM
148
SP Asset Management
California
$4.92M -$2.98M -94,403 -37%
GWM
149
Geneos Wealth Management
Colorado
$4.87M +$2.57M +81,509 +106%
XF
150
XML Financial
Maryland
$4.83M +$261K +8,272 +6%