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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
AWM
176
Apollon Wealth Management
South Carolina
$3.89M -$1.34M -42,390 -25%
WCM
177
Winthrop Capital Management
Indiana
$3.88M -$6.62K -210 -0.2%
IRC
178
Investors Research Corp
Georgia
$3.88M +$552K +17,505 +16%
CFMC
179
Curbstone Financial Management Corp
New Hampshire
$3.82M +$216K +6,850 +6%
WAS
180
Wealth Advisory Solutions
Indiana
$3.8M +$744K +23,603 +24%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$3.8M
PA
182
Perennial Advisors
New York
$3.79M +$60.1K +1,907 +2%
BCI
183
Brinker Capital Investments
Pennsylvania
$3.76M -$205K -6,507 -5%
OPS
184
Orion Portfolio Solutions
Nebraska
$3.76M -$205K -6,507 -5%
RWP
185
RWA Wealth Partners
Massachusetts
$3.75M +$133K +4,209 +4%
CB
186
Community Bank
New York
$3.74M +$477K +15,139 +14%
CC
187
Courier Capital
New York
$3.73M -$1.33M -42,223 -26%
SDAM
188
Shulman DeMeo Asset Management
New York
$3.69M -$18.7K -593 -0.5%
PA
189
Parallel Advisors
California
$3.65M +$15.7K +497 +0.4%
FAIM
190
Financial Advocates Investment Management
Washington
$3.65M -$214K -6,789 -5%
CWM
191
Cordatus Wealth Management
Pennsylvania
$3.6M +$654K +20,757 +22%
SWM
192
Sagace Wealth Management
Florida
$3.53M -$12K -381 -0.3%
HH
193
Hilltop Holdings
Texas
$3.53M -$238K -7,555 -6%
DIP
194
DT Investment Partners
Pennsylvania
$3.47M -$452K -14,326 -11%
BHBT
195
Burke & Herbert Bank & Trust
Virginia
$3.4M -$38.6K -1,225 -1%
PIWA
196
Prevail Innovative Wealth Advisors
Kansas
$3.36M +$66.2K +2,099 +2%
APWA
197
Atlas Private Wealth Advisors
New Jersey
$3.35M
DIA
198
Davidson Investment Advisors
Montana
$3.33M +$74.6K +2,365 +2%
RCM
199
RMR Capital Management
California
$3.33M +$59.8K +1,898 +2%
PA
200
Procyon Advisors
Connecticut
$3.26M -$1.02M -32,438 -23%