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iShares Preferred and Income Securities ETF

970 hedge funds and large institutions have $5.35B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 321 increasing their positions, 426 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

25% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 426

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
970
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bard Associates
Illinois
$6.78M
Comerica Bank
102
Comerica Bank
Texas
$6.77M
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$6.67M
DAS
104
Dynamic Advisor Solutions
Arizona
$6.57M
SC
105
Swan Capital
Florida
$6.51M
MHIP
106
Mountain Hill Investment Partners
New Jersey
$6.49M
AWM
107
Angeles Wealth Management
California
$6.33M
AllianceBernstein
108
AllianceBernstein
Tennessee
$6.3M
BCM
109
Bluefin Capital Management
New York
$6.14M
GL
110
Graypoint LLC
New York
$6.11M
BCM
111
Brookstone Capital Management
Illinois
$6.1M
ALC
112
Alexander Labrunerie & Co
Missouri
$6.08M
CL
113
CIM LLC
New York
$6.08M
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$6.05M
MWA
115
Moser Wealth Advisors
Washington
$6.04M
PI
116
PineBridge Investments
New York
$6M
KTC
117
Kentucky Trust Company
Kentucky
$5.72M
AAS
118
Avantax Advisory Services
Texas
$5.67M
Millennium Management
119
Millennium Management
New York
$5.58M
AssetMark Inc
120
AssetMark Inc
California
$5.45M
QIM
121
Quest Investment Management
Oregon
$5.43M
FAT
122
First American Trust
California
$5.39M
Lido Advisors
123
Lido Advisors
California
$5.38M
KAM
124
Knightsbridge Asset Management
California
$5.37M
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$5.3M