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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
Bank of America
1
Bank of America
North Carolina
$760M -$24.7M -782,177 -3%
Morgan Stanley
2
Morgan Stanley
New York
$505M -$296K -9,402 -0.1%
Wells Fargo
3
Wells Fargo
California
$326M +$11.2M +356,285 +3%
LPL Financial
4
LPL Financial
California
$250M -$9.95M -315,713 -4%
UBS Group
5
UBS Group
Switzerland
$181M -$21K -667 -0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$152M +$2.98M +94,514 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$147M -$217K -6,891 -0.1%
Mariner
8
Mariner
Kansas
$114M +$3.02M +95,832 +3%
FIB
9
First Interstate Bank
Montana
$92.5M +$42.1M +1,334,829 +80%
BlackRock
10
BlackRock
New York
$86.9M +$5.66M +179,493 +7%
US Bancorp
11
US Bancorp
Minnesota
$67.4M -$1.54M -48,885 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$63.5M -$10.8M -342,341 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$63.3M +$1.28M +40,599 +2%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57.9M +$2.8M +88,805 +5%
Charles Schwab
15
Charles Schwab
California
$56.3M +$3.86M +122,513 +7%
Truist Financial
16
Truist Financial
North Carolina
$55.7M +$1.63M +51,646 +3%
Ameriprise
17
Ameriprise
Minnesota
$55.4M -$14.7M -464,689 -21%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$52.8M +$4.62M +146,472 +9%
Deutsche Bank
19
Deutsche Bank
Germany
$47.8M -$27.4K -870 -0.1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$47.7M -$72.4K -2,295 -0.1%
HCM
21
Hilton Capital Management
New York
$43.3M +$1.17M +37,125 +3%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$41M +$4.53M +143,662 +12%
EWM
23
Edge Wealth Management
New York
$40.1M -$57.8K -1,832 -0.1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$39.4M -$5.83M -184,896 -13%
Osaic Holdings
25
Osaic Holdings
Arizona
$38.2M +$5.49M +174,205 +16%