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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
226
Integrated Advisors Network
Texas
$2.31M
BP
227
Ballentine Partners
Massachusetts
$2.31M
DAS
228
Dynamic Advisor Solutions
Arizona
$2.31M
SC
229
SouthState Corp
Florida
$2.3M
CWM
230
Connecticut Wealth Management
Connecticut
$2.29M
DWM
231
Destination Wealth Management
California
$2.29M
DI
232
Disciplined Investments
Oklahoma
$2.29M
DSC
233
Duncker Streett & Co
Missouri
$2.27M
FWA
234
FOCUS Wealth Advisors
Texas
$2.27M
MIA
235
MMBG Investment Advisors
Florida
$2.27M
AAG
236
Armstrong Advisory Group
Massachusetts
$2.2M
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$2.2M
FFA
238
Fragasso Financial Advisors
Pennsylvania
$2.2M
JCM
239
Janney Capital Management
Pennsylvania
$2.19M
RWA
240
Redmont Wealth Advisors
Illinois
$2.18M
RIL
241
Rothschild Investment LLC
Illinois
$2.18M
DJSG
242
D.J. St. Germain
Massachusetts
$2.1M
GWM
243
GSB Wealth Management
Connecticut
$2.08M
CRC
244
Curi RMB Capital
Illinois
$2.07M
CCA
245
Checchi Capital Advisers
California
$2.07M
SFA
246
Sequoia Financial Advisors
Ohio
$2.06M
GWM
247
Geneos Wealth Management
Colorado
$2.04M
AC
248
AlphaCore Capital
California
$2.03M
IAIM
249
International Assets Investment Management
Florida
$2.02M
TPA
250
Trivium Point Advisory
Connecticut
$2.02M