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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
FCFC
301
First Commonwealth Financial Corp
Pennsylvania
$1.58M
UCFA
302
United Capital Financial Advisors
Texas
$1.58M
AWM
303
Ariadne Wealth Management
California
$1.57M
JPLA
304
Joseph P. Lucia & Associates
New York
$1.56M
MC
305
Mathes Company
New York
$1.56M
PVM
306
Palogic Value Management
Texas
$1.56M
CA
307
Carson Advisory
Georgia
$1.55M
AWM
308
Apollon Wealth Management
South Carolina
$1.55M
TF
309
Tudor Financial
Ohio
$1.55M
SRC
310
Shufro Rose & Co
New York
$1.54M
William Blair & Company
311
William Blair & Company
Illinois
$1.53M
ST
312
Somerset Trust
Pennsylvania
$1.52M
WCM
313
Whitener Capital Management
North Carolina
$1.51M
FCM
314
Fogel Capital Management
Florida
$1.51M
IA
315
IFP Advisors
Florida
$1.5M
SCM
316
Sunbeam Capital Management
Georgia
$1.5M
ACM
317
Arcataur Capital Management
Wisconsin
$1.49M
MPCG
318
Matrix Private Capital Group
New York
$1.49M
ACP
319
Aviance Capital Partners
Florida
$1.48M
FHA
320
Flagship Harbor Advisors
Massachusetts
$1.48M
FGA
321
Fortis Group Advisors
New Jersey
$1.47M
JCM
322
Jacobi Capital Management
Pennsylvania
$1.47M
Renaissance Technologies
323
Renaissance Technologies
New York
$1.46M
BAM
324
Brave Asset Management
New Jersey
$1.46M
PCIA
325
Prime Capital Investment Advisors
Kansas
$1.45M