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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
MYIA
251
Mount Yale Investment Advisors
Colorado
$2.02M
VAS
252
Vestmark Advisory Solutions
Massachusetts
$2.02M
CA
253
Crewe Advisors
Utah
$2.01M
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$2M
GCA
255
Greenwood Capital Associates
South Carolina
$1.99M
BCP
256
Berkeley Capital Partners
Georgia
$1.98M
WDA
257
Wendell David Associates
New Hampshire
$1.96M
NAM
258
NorthCrest Asset Manangement
Minnesota
$1.93M
ClearBridge Investments
259
ClearBridge Investments
New York
$1.93M
AQR Capital Management
260
AQR Capital Management
Connecticut
$1.92M
SWM
261
Stronghold Wealth Management
Florida
$1.91M
BEI
262
Benjamin Edwards Inc
Missouri
$1.91M
IWA
263
IBEX Wealth Advisors
New Jersey
$1.91M
FF
264
Farrell Financial
New York
$1.91M
MWM
265
Moran Wealth Management
Florida
$1.9M
CNFG
266
Creegan & Nassoura Financial Group
New Hampshire
$1.88M
SEI Investments
267
SEI Investments
Pennsylvania
$1.87M
HI
268
Harbour Investments
Wisconsin
$1.86M
HWM
269
Hohimer Wealth Management
Washington
$1.83M
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$1.8M
HA
271
HFG Advisors
Ohio
$1.78M
CA
272
Calton & Associates
Florida
$1.77M
CPIG
273
Chicago Partners Investment Group
Illinois
$1.76M
MCM
274
McRae Capital Management
New Jersey
$1.75M
PIA
275
Powell Investment Advisors
Florida
$1.75M