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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 %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$4.7M -$13.4M -435,474 -74%
CCA
152
Checchi Capital Advisers
California
$4.64M +$610K +19,846 +15%
CWS
153
Cypress Wealth Services
California
$4.61M -$14.6K -475 -0.3%
JSL
154
JT Stratford LLC
Georgia
$4.59M -$45.5K -1,479 -1%
CWM
155
Congress Wealth Management
Massachusetts
$4.57M -$2.01M -65,262 -31%
GS
156
GWN Securities
Florida
$4.55M +$3.61M +119,169 +386%
OC
157
Oppenheimer & Co
New York
$4.53M -$339K -11,033 -7%
KPWS
158
Kestra Private Wealth Services
Texas
$4.42M +$498K +16,197 +13%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$4.39M +$1.25K +43 +0%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.34M -$13.3K -432 -0.3%
WPC
161
White Pine Capital
Minnesota
$4.32M +$237K +7,713 +6%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$4.32M +$52.3K +1,707 +1%
GCA
163
Greenwood Capital Associates
South Carolina
$4.14M -$1.55M -50,514 -27%
CNBT
164
Canandaigua National Bank & Trust
New York
$4.07M -$275K -8,947 -6%
BEI
165
Benjamin Edwards Inc
Missouri
$4.06M +$161K +5,243 +4%
SWP
166
Stratos Wealth Partners
Ohio
$4.06M -$226K -7,369 -5%
EH
167
Equitable Holdings
New York
$4.05M +$182K +5,908 +5%
COA
168
Crown Oak Advisors
California
$3.99M
PBK
169
Peoples Bank (Kansas)
Kansas
$3.98M -$52.7K -1,715 -1%
RA
170
RFG Advisory
Alabama
$3.97M +$56.8K +1,847 +1%
RWA
171
Redmont Wealth Advisors
Illinois
$3.97M -$13.3K -434 -0.3%
AWM
172
Apollon Wealth Management
South Carolina
$3.89M -$1.3M -42,390 -25%
WCM
173
Winthrop Capital Management
Indiana
$3.88M -$6.45K -210 -0.2%
IRC
174
Investors Research Corp
Georgia
$3.88M +$538K +17,505 +16%
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$3.82M +$211K +6,850 +6%