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iShares Preferred and Income Securities ETF

1,002 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 120 funds opening new positions, 346 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

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

Holders
1,002
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
CCA
251
Checchi Capital Advisers
California
$2.07M
SFA
252
Sequoia Financial Advisors
Ohio
$2.06M
GWM
253
Geneos Wealth Management
Colorado
$2.04M
AC
254
AlphaCore Capital
California
$2.03M
IAIM
255
International Assets Investment Management
Florida
$2.02M
TPA
256
Trivium Point Advisory
Connecticut
$2.02M
MYIA
257
Mount Yale Investment Advisors
Colorado
$2.02M
VAS
258
Vestmark Advisory Solutions
Massachusetts
$2.02M
CA
259
Crewe Advisors
Utah
$2.01M
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$2M
GCA
261
Greenwood Capital Associates
South Carolina
$1.99M
BCP
262
Berkeley Capital Partners
Georgia
$1.98M
WDA
263
Wendell David Associates
New Hampshire
$1.96M
NAM
264
NorthCrest Asset Manangement
Minnesota
$1.93M
ClearBridge Investments
265
ClearBridge Investments
New York
$1.93M
AQR Capital Management
266
AQR Capital Management
Connecticut
$1.92M
SWM
267
Stronghold Wealth Management
Florida
$1.91M
BEI
268
Benjamin Edwards Inc
Missouri
$1.91M
IWA
269
IBEX Wealth Advisors
New Jersey
$1.91M
FF
270
Farrell Financial
New York
$1.91M
MWM
271
Moran Wealth Management
Florida
$1.9M
CNFG
272
Creegan & Nassoura Financial Group
New Hampshire
$1.88M
SEI Investments
273
SEI Investments
Pennsylvania
$1.87M
HI
274
Harbour Investments
Wisconsin
$1.86M
HSBC Holdings
275
HSBC Holdings
United Kingdom
$1.86M