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iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 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)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

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

Holders
992
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
GWM
251
Geneos Wealth Management
Colorado
$2.04M
AC
252
AlphaCore Capital
California
$2.03M
IAIM
253
International Assets Investment Management
Florida
$2.02M
TPA
254
Trivium Point Advisory
Connecticut
$2.02M
MYIA
255
Mount Yale Investment Advisors
Colorado
$2.02M
VAS
256
Vestmark Advisory Solutions
Massachusetts
$2.02M
CA
257
Crewe Advisors
Utah
$2.01M
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$2M
GCA
259
Greenwood Capital Associates
South Carolina
$1.99M
BCP
260
Berkeley Capital Partners
Georgia
$1.98M
WDA
261
Wendell David Associates
New Hampshire
$1.96M
NAM
262
NorthCrest Asset Manangement
Minnesota
$1.93M
ClearBridge Investments
263
ClearBridge Investments
New York
$1.93M
AQR Capital Management
264
AQR Capital Management
Connecticut
$1.92M
SWM
265
Stronghold Wealth Management
Florida
$1.91M
BEI
266
Benjamin Edwards Inc
Missouri
$1.91M
IWA
267
IBEX Wealth Advisors
New Jersey
$1.91M
FF
268
Farrell Financial
New York
$1.91M
MWM
269
Moran Wealth Management
Florida
$1.9M
CNFG
270
Creegan & Nassoura Financial Group
New Hampshire
$1.88M
SEI Investments
271
SEI Investments
Pennsylvania
$1.87M
HI
272
Harbour Investments
Wisconsin
$1.86M
HSBC Holdings
273
HSBC Holdings
United Kingdom
$1.86M
HWM
274
Hohimer Wealth Management
Washington
$1.83M
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$1.8M