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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
ASN
276
Advisory Services Network
Georgia
$1.73M
RA
277
RFG Advisory
Alabama
$1.72M
SCM
278
SOL Capital Management
Maryland
$1.72M
TPWA
279
TRUE Private Wealth Advisors
Oregon
$1.71M
PS
280
Principal Securities
Iowa
$1.69M
PCP
281
Proficio Capital Partners
Massachusetts
$1.68M
DCM
282
Donaldson Capital Management
Indiana
$1.68M
SFG
283
Sowa Financial Group
Rhode Island
$1.67M
AWM
284
Arista Wealth Management
Nevada
$1.67M
MT
285
Midwest Trust
Kansas
$1.65M
KWM
286
Kingsview Wealth Management
Oregon
$1.65M
GW
287
Graetz Wealth
Michigan
$1.62M
BST
288
Bath Savings Trust
Maine
$1.62M
NCM
289
Noesis Capital Mangement
Florida
$1.61M
PFT
290
Providence First Trust
Arizona
$1.6M
SHFA
291
SS&H Financial Advisors
Michigan
$1.59M
APWA
292
Atlas Private Wealth Advisors
New Jersey
$1.59M
CCM
293
Crabel Capital Management
California
$1.59M
FCFC
294
First Commonwealth Financial Corp
Pennsylvania
$1.58M
UCFA
295
United Capital Financial Advisors
Texas
$1.58M
AWM
296
Ariadne Wealth Management
California
$1.57M
JPLA
297
Joseph P. Lucia & Associates
New York
$1.56M
MC
298
Mathes Company
New York
$1.56M
PVM
299
Palogic Value Management
Texas
$1.56M
CA
300
Carson Advisory
Georgia
$1.55M