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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 %
SP
101
Stablepoint Partners
Massachusetts
$7.34M +$412K +13,393 +6%
DADC
102
D.A. Davidson & Co
Montana
$7.33M -$264K -8,587 -3%
Comerica Bank
103
Comerica Bank
Texas
$7.3M +$271K +8,810 +4%
FDS
104
Freedom Day Solutions
Texas
$7.26M +$572K +18,616 +9%
FSC
105
Full Sail Capital
Oklahoma
$7.05M +$23.4K +760 +0.3%
Lido Advisors
106
Lido Advisors
California
$7.04M +$1.51M +49,041 +27%
SAMC
107
Spectrum Asset Management (Connecticut)
Connecticut
$6.85M -$1.79M -58,088 -21%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$6.83M -$149K -4,858 -2%
PFS
109
Prospera Financial Services
Texas
$6.78M +$688K +22,390 +11%
GAA
110
Global Assets Advisory
Florida
$6.63M +$3.98M +133,165 +150%
MHIP
111
Mountain Hill Investment Partners
New Jersey
$6.45M +$122K +3,954 +2%
MWA
112
Moser Wealth Advisors
Washington
$6.43M -$66.8K -2,175 -1%
DAS
113
Dynamic Advisor Solutions
Arizona
$6.4M +$350K +11,401 +6%
AWM
114
Angeles Wealth Management
California
$6.29M +$140K +4,540 +2%
CFP
115
Curran Financial Partners
South Carolina
$6.24M +$705K +22,952 +13%
ALC
116
Alexander Labrunerie & Co
Missouri
$6.19M -$72.9K -2,373 -1%
GL
117
Graypoint LLC
New York
$6.12M +$395K +12,850 +7%
PI
118
PineBridge Investments
New York
$6.01M +$6.01M +195,455 New
IFA
119
Independence Financial Advisors
New Hampshire
$5.99M +$5.99M +194,899 New
AllianceBernstein
120
AllianceBernstein
Tennessee
$5.95M -$645K -20,989 -10%
DC
121
Davenport & Co
Virginia
$5.93M +$374K +12,166 +7%
GI
122
GAMMA Investing
California
$5.9M +$1.48M +48,203 +34%
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$5.89M +$680K +22,142 +13%
BHWA
124
Beacon Harbor Wealth Advisors
Virginia
$5.76M +$299K +9,746 +5%
CL
125
CIM LLC
New York
$5.64M +$3.28M +106,821 +140%