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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
HWM
276
Hohimer Wealth Management
Washington
$1.83M
SVWAG
277
Sound View Wealth Advisors Group
Georgia
$1.8M
HA
278
HFG Advisors
Ohio
$1.78M
CA
279
Calton & Associates
Florida
$1.77M
CPIG
280
Chicago Partners Investment Group
Illinois
$1.76M
MCM
281
McRae Capital Management
New Jersey
$1.75M
PIA
282
Powell Investment Advisors
Florida
$1.75M
ASN
283
Advisory Services Network
Georgia
$1.73M
RA
284
RFG Advisory
Alabama
$1.72M
SCM
285
SOL Capital Management
Maryland
$1.72M
TPWA
286
TRUE Private Wealth Advisors
Oregon
$1.71M
PS
287
Principal Securities
Iowa
$1.69M
PCP
288
Proficio Capital Partners
Massachusetts
$1.68M
DCM
289
Donaldson Capital Management
Indiana
$1.68M
SFG
290
Sowa Financial Group
Rhode Island
$1.67M
AWM
291
Arista Wealth Management
Nevada
$1.67M
MT
292
Midwest Trust
Kansas
$1.65M
KWM
293
Kingsview Wealth Management
Oregon
$1.65M
GW
294
Graetz Wealth
Michigan
$1.62M
BST
295
Bath Savings Trust
Maine
$1.62M
NCM
296
Noesis Capital Mangement
Florida
$1.61M
PFT
297
Providence First Trust
Arizona
$1.6M
SHFA
298
SS&H Financial Advisors
Michigan
$1.59M
APWA
299
Atlas Private Wealth Advisors
New Jersey
$1.59M
CCM
300
Crabel Capital Management
California
$1.59M