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iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
126
Kentucky Trust Company
Kentucky
$5.54M +$183K +5,954 +3%
KAM
127
Knightsbridge Asset Management
California
$5.5M +$2.09M +68,052 +61%
RIS
128
Richmond Investment Services
Wisconsin
$5.45M +$544K +17,713 +11%
QIM
129
Quest Investment Management
Oregon
$5.44M
BCM
130
Brookstone Capital Management
Illinois
$5.4M -$443K -14,430 -8%
RFWA
131
RPg Family Wealth Advisory
Massachusetts
$5.36M +$91.9K +2,992 +2%
EWA
132
Exencial Wealth Advisors
Oklahoma
$5.34M -$99K -3,221 -2%
AssetMark Inc
133
AssetMark Inc
California
$5.24M -$177K -5,772 -3%
FAT
134
First American Trust
California
$5.23M +$641K +20,859 +14%
CA
135
Crewe Advisors
Utah
$5.16M -$184K -5,988 -3%
FAP
136
Financial Advisory Partners
Florida
$5.13M -$58K -1,889 -1%
BAM
137
BOS Asset Management
Illinois
$5.09M -$3.01K -98 -0.1%
JGIA
138
Jackson Grant Investment Advisers
Connecticut
$5.06M +$282K +9,189 +6%
RIL
139
Rothschild Investment LLC
Illinois
$5.05M -$885K -28,813 -15%
ES
140
Eagle Strategies
New York
$5.04M +$378K +12,307 +8%
IFPG
141
Intrepid Financial Planning Group
Indiana
$5M -$83.8K -2,727 -2%
GCM
142
Glaxis Capital Management
Florida
$4.98M +$799K +26,000 +19%
FFS
143
Fortress Financial Solutions
Arizona
$4.93M +$1.24M +40,478 +34%
SAM
144
SP Asset Management
California
$4.92M -$2.9M -94,403 -37%
GWM
145
Geneos Wealth Management
Colorado
$4.87M +$2.5M +81,509 +106%
XF
146
XML Financial
Maryland
$4.83M +$254K +8,272 +6%
CFG
147
Cornerstone Financial Group
Nebraska
$4.8M +$465K +15,339 +11%
WA
148
Waverly Advisors
Alabama
$4.78M -$97K -3,155 -2%
HFRG
149
Houlihan Financial Resource Group
Virginia
$4.76M -$403K -13,099 -8%
BOS
150
Bank of Stockton
California
$4.7M +$70.9K +2,306 +2%