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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 %
IWA
201
IBEX Wealth Advisors
New Jersey
$3.19M -$477K -15,520 -13%
FFA
202
Fragasso Financial Advisors
Pennsylvania
$3.18M -$520K -16,923 -14%
GWM
203
GSB Wealth Management
Connecticut
$3.16M -$2.27K -74 -0.1%
Fiera Capital (Canada)
204
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$479K -15,572 -13%
BIP
205
Bouvel Investment Partners
Pennsylvania
$3.15M -$33K -994 -1%
CAM
206
Congress Asset Management
Massachusetts
$3.13M -$59.2K -1,928 -2%
LFAS
207
Level Four Advisory Services
Texas
$3.13M +$38.6K +1,255 +1%
SHF
208
Safe Harbor Fiduciary
Florida
$3.11M -$16.9K -551 -0.5%
P
209
&Partners
Tennessee
$3.11M -$10.5K -340 -0.3%
LCM
210
Liberty Capital Management
Michigan
$3.08M -$71.2K -2,318 -2%
AWM
211
Aprio Wealth Management
Georgia
$3.03M +$85.1K +2,768 +3%
PMAM
212
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M +$170K +5,532 +6%
CBT
214
Crews Bank & Trust
Florida
$2.98M -$201K -6,535 -6%
CAS
215
Coppell Advisory Solutions
Texas
$2.95M +$2.53M +22,921 +609%
SC
216
SouthState Corp
Florida
$2.88M +$157K +5,102 +6%
AEPWM
217
Atlantic Edge Private Wealth Management
Florida
$2.87M +$677K +22,035 +31%
AWA
218
Aletheian Wealth Advisors
Washington
$2.87M +$224K +7,277 +8%
Principal Financial Group
219
Principal Financial Group
Iowa
$2.86M -$922K -30,000 -24%
CWMGO
220
Capstone Wealth Management Group (Oregon)
Oregon
$2.81M -$288K -9,368 -9%
MFG
221
MidWestOne Financial Group
Iowa
$2.8M -$853K -27,770 -23%
PCM
222
Palouse Capital Management
Washington
$2.78M +$128K +4,168 +5%
CCM
223
Crabel Capital Management
California
$2.77M +$2.46M +79,991 +781%
EFS
224
Econ Financial Services
Pennsylvania
$2.77M +$54.4K +1,769 +2%
OIA
225
OneDigital Investment Advisors
Kansas
$2.74M -$222K -7,215 -7%