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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
CRC
251
Curi RMB Capital
Illinois
$2.07M -$109K -3,504 -5%
CCA
252
Checchi Capital Advisers
California
$2.07M -$2.16M -69,268 -51%
SFA
253
Sequoia Financial Advisors
Ohio
$2.06M -$2.33M -74,848 -53%
GWM
254
Geneos Wealth Management
Colorado
$2.04M -$247K -7,932 -11%
AC
255
AlphaCore Capital
California
$2.03M +$1.82M +58,361 +815%
IAIM
256
International Assets Investment Management
Florida
$2.02M -$456K -14,631 -18%
TPA
257
Trivium Point Advisory
Connecticut
$2.02M +$33.8K +1,085 +2%
MYIA
258
Mount Yale Investment Advisors
Colorado
$2.02M +$1.49M +47,805 +276%
VAS
259
Vestmark Advisory Solutions
Massachusetts
$2.02M +$2.03M +65,097 New
CA
260
Crewe Advisors
Utah
$2.01M -$163K -5,239 -7%
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$2M -$582K -18,704 -22%
GCA
262
Greenwood Capital Associates
South Carolina
$1.99M -$10.8K -346 -0.5%
BCP
263
Berkeley Capital Partners
Georgia
$1.98M +$32.5K +1,043 +2%
WDA
264
Wendell David Associates
New Hampshire
$1.96M
NAM
265
NorthCrest Asset Manangement
Minnesota
$1.93M +$131K +4,222 +7%
ClearBridge Investments
266
ClearBridge Investments
New York
$1.93M -$49.8K -1,600 -3%
AQR Capital Management
267
AQR Capital Management
Connecticut
$1.92M +$284K +9,125 +17%
SWM
268
Stronghold Wealth Management
Florida
$1.91M +$1.93M +61,852 New
BEI
269
Benjamin Edwards Inc
Missouri
$1.91M +$151K +4,856 +9%
IWA
270
IBEX Wealth Advisors
New Jersey
$1.91M -$172K -5,510 -8%
FF
271
Farrell Financial
New York
$1.91M +$8.04K +258 +0.4%
MWM
272
Moran Wealth Management
Florida
$1.9M +$269K +8,649 +16%
CNFG
273
Creegan & Nassoura Financial Group
New Hampshire
$1.88M +$68K +2,182 +4%
SEI Investments
274
SEI Investments
Pennsylvania
$1.87M +$1.09M +34,935 +137%
HI
275
Harbour Investments
Wisconsin
$1.86M +$216K +6,933 +13%