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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
AWM
301
Apollon Wealth Management
South Carolina
$1.55M
TF
302
Tudor Financial
Ohio
$1.55M
SRC
303
Shufro Rose & Co
New York
$1.54M
William Blair & Company
304
William Blair & Company
Illinois
$1.53M
ST
305
Somerset Trust
Pennsylvania
$1.52M
WCM
306
Whitener Capital Management
North Carolina
$1.51M
FCM
307
Fogel Capital Management
Florida
$1.51M
IA
308
IFP Advisors
Florida
$1.5M
SCM
309
Sunbeam Capital Management
Georgia
$1.5M
ACM
310
Arcataur Capital Management
Wisconsin
$1.49M
MPCG
311
Matrix Private Capital Group
New York
$1.49M
ACP
312
Aviance Capital Partners
Florida
$1.48M
FHA
313
Flagship Harbor Advisors
Massachusetts
$1.48M
FGA
314
Fortis Group Advisors
New Jersey
$1.47M
JCM
315
Jacobi Capital Management
Pennsylvania
$1.47M
Renaissance Technologies
316
Renaissance Technologies
New York
$1.46M
BAM
317
Brave Asset Management
New Jersey
$1.46M
PCIA
318
Prime Capital Investment Advisors
Kansas
$1.45M
FA
319
FC Advisory
Pennsylvania
$1.45M
CWMS
320
Cannon Wealth Management Services
North Carolina
$1.44M
CCA
321
Cadent Capital Advisors
Oklahoma
$1.43M
JWCA
322
J.W. Cole Advisors
Florida
$1.42M
OHWP
323
Oak Harbor Wealth Partners
North Carolina
$1.42M
AIA
324
Aventus Investment Advisors
Florida
$1.41M
KFS
325
Keynote Financial Services
Connecticut
$1.41M