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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
CSP
201
Cary Street Partners
Virginia
$3.26M -$159K -5,044 -5%
SF
202
Summit Financial
New Jersey
$3.25M +$6.43K +204 +0.2%
FTS
203
Fifth Third Securities
Ohio
$3.23M -$52.2K -1,657 -2%
CAM
204
Cresset Asset Management
Illinois
$3.21M -$369K -11,690 -10%
IWA
205
IBEX Wealth Advisors
New Jersey
$3.19M -$489K -15,520 -13%
FFA
206
Fragasso Financial Advisors
Pennsylvania
$3.18M -$534K -16,923 -14%
GWM
207
GSB Wealth Management
Connecticut
$3.16M -$2.33K -74 -0.1%
Fiera Capital (Canada)
208
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$491K -15,572 -13%
BIP
209
Bouvel Investment Partners
Pennsylvania
$3.15M -$31.3K -994 -1%
CAM
210
Congress Asset Management
Massachusetts
$3.13M -$60.8K -1,928 -2%
LFAS
211
Level Four Advisory Services
Texas
$3.13M +$39.6K +1,255 +1%
SHF
212
Safe Harbor Fiduciary
Florida
$3.11M -$17.4K -551 -0.5%
P
213
&Partners
Tennessee
$3.11M -$10.7K -340 -0.3%
LCM
214
Liberty Capital Management
Michigan
$3.08M -$73.1K -2,318 -2%
AWM
215
Aprio Wealth Management
Georgia
$3.03M +$87.3K +2,768 +3%
PMAM
216
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M +$174K +5,532 +6%
CBT
218
Crews Bank & Trust
Florida
$2.98M -$206K -6,535 -6%
CAS
219
Coppell Advisory Solutions
Texas
$2.95M +$723K +22,921 +609%
SC
220
SouthState Corp
Florida
$2.88M +$161K +5,102 +6%
AEPWM
221
Atlantic Edge Private Wealth Management
Florida
$2.87M +$695K +22,035 +31%
AWA
222
Aletheian Wealth Advisors
Washington
$2.87M +$229K +7,277 +8%
Principal Financial Group
223
Principal Financial Group
Iowa
$2.86M -$946K -30,000 -24%
CWMGO
224
Capstone Wealth Management Group (Oregon)
Oregon
$2.81M -$295K -9,368 -9%
MFG
225
MidWestOne Financial Group
Iowa
$2.8M -$875K -27,770 -23%