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iShares Preferred and Income Securities ETF

962 hedge funds and large institutions have $5.32B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 317 increasing their positions, 424 reducing their positions, and 94 closing their positions.

Holders
962
Holders Change
-47
Holders Change %
-4.66%
% of All Funds
12.92%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
317
Reduced
424
Closed
94
Calls
$5.33M
Puts
$15.4M
Net Calls
-$10.1M
Net Calls Change
+$26.9M
Name Market Value Shares Shares
Change
Shares
Change %
GKWIM
101
Gerber Kawasaki Wealth & Investment Management
California
$6.67M 217,404 -50,126 -19%
DAS
102
Dynamic Advisor Solutions
Arizona
$6.57M 214,229 +6,028 +3%
SC
103
Swan Capital
Florida
$6.51M 212,323 -205,297 -49%
MHIP
104
Mountain Hill Investment Partners
New Jersey
$6.49M 211,549 +1,500 +0.7%
AWM
105
Angeles Wealth Management
California
$6.33M 206,216 +1,552 +0.8%
AllianceBernstein
106
AllianceBernstein
Tennessee
$6.3M 205,400 +11,909 +6%
BCM
107
Bluefin Capital Management
New York
$6.14M 200,000 +152,960 +325%
GL
108
Graypoint LLC
New York
$6.11M 199,014 -82 -0%
BCM
109
Brookstone Capital Management
Illinois
$6.1M 198,810 +23,218 +13%
ALC
110
Alexander Labrunerie & Co
Missouri
$6.08M 198,273 -3,174 -2%
CL
111
CIM LLC
New York
$6.08M 198,035 +14,642 +8%
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$6.05M 197,055 +5,261 +3%
MWA
113
Moser Wealth Advisors
Washington
$6.04M 197,023 -12,324 -6%
PI
114
PineBridge Investments
New York
$6M 195,455
KTC
115
Kentucky Trust Company
Kentucky
$5.72M 186,296 +6,135 +3%
AAS
116
Avantax Advisory Services
Texas
$5.67M 184,799 -239,016 -56%
Millennium Management
117
Millennium Management
New York
$5.58M 181,810 +181,810 New
AssetMark Inc
118
AssetMark Inc
California
$5.45M 177,795 +7,255 +4%
QIM
119
Quest Investment Management
Oregon
$5.43M 177,000
FAT
120
First American Trust
California
$5.39M 175,793 +5,585 +3%
Lido Advisors
121
Lido Advisors
California
$5.38M 175,374 -53,695 -23%
KAM
122
Knightsbridge Asset Management
California
$5.37M 175,054 -4,070 -2%
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$5.3M 172,831 -1,710 -1%
GCM
124
Glaxis Capital Management
Florida
$5.28M 172,000 +10,000 +6%
XF
125
XML Financial
Maryland
$5.2M 169,626 +12,489 +8%