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iShares Preferred and Income Securities ETF

1,005 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.23%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
Emergent Wealth Advisors
New York
$2.34M -$847K -27,213 -26%
BHBT
227
Burke & Herbert Bank & Trust
Virginia
$2.34M -$1.07M -34,213 -31%
CWMGO
228
Capstone Wealth Management Group (Oregon)
Oregon
$2.34M -$118K -3,800 -5%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$11.5K +369 +0.5%
PA
230
Procyon Advisors
Connecticut
$2.32M -$549K -17,632 -19%
IAN
231
Integrated Advisors Network
Texas
$2.31M +$393K +12,628 +20%
BP
232
Ballentine Partners
Massachusetts
$2.31M -$55.1K -1,770 -2%
DAS
233
Dynamic Advisor Solutions
Arizona
$2.31M -$4.5M -144,565 -66%
TBFA
234
Three Bearings Fiduciary Advisors
New Hampshire
$2.3M +$2.26M +72,720 New
SC
235
SouthState Corp
Florida
$2.3M -$414K -13,298 -15%
CWM
236
Connecticut Wealth Management
Connecticut
$2.29M +$307K +9,852 +15%
DWM
237
Destination Wealth Management
California
$2.29M +$47.5K +1,526 +2%
DI
238
Disciplined Investments
Oklahoma
$2.29M -$69.3K -2,226 -3%
DSC
239
Duncker Streett & Co
Missouri
$2.27M -$28.7K -921 -1%
FWA
240
FOCUS Wealth Advisors
Texas
$2.27M +$22.2K +713 +1%
MIA
241
MMBG Investment Advisors
Florida
$2.27M +$1.23M +39,450 +117%
AAG
242
Armstrong Advisory Group
Massachusetts
$2.2M +$358K +11,499 +19%
LCWP
243
Legacy Capital Wealth Partners
Arkansas
$2.2M +$160K +5,127 +8%
FFA
244
Fragasso Financial Advisors
Pennsylvania
$2.2M -$127K -4,066 -5%
JCM
245
Janney Capital Management
Pennsylvania
$2.19M +$489K +15,693 +28%
RWA
246
Redmont Wealth Advisors
Illinois
$2.18M -$1.17M -37,571 -35%
RIL
247
Rothschild Investment LLC
Illinois
$2.18M -$1.32M -42,420 -38%
DJSG
248
D.J. St. Germain
Massachusetts
$2.1M -$114K -3,661 -5%
GWM
249
GSB Wealth Management
Connecticut
$2.08M -$640K -20,557 -23%
FCM
250
Fell Capital Management
California
$2.07M +$2.09M +66,984 New