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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
AWM
301
Ariadne Wealth Management
California
$1.57M
JPLA
302
Joseph P. Lucia & Associates
New York
$1.56M
MC
303
Mathes Company
New York
$1.56M
PVM
304
Palogic Value Management
Texas
$1.56M
CA
305
Carson Advisory
Georgia
$1.55M
AWM
306
Apollon Wealth Management
South Carolina
$1.55M
TF
307
Tudor Financial
Ohio
$1.55M
SRC
308
Shufro Rose & Co
New York
$1.54M
William Blair & Company
309
William Blair & Company
Illinois
$1.53M
ST
310
Somerset Trust
Pennsylvania
$1.52M
WCM
311
Whitener Capital Management
North Carolina
$1.51M
FCM
312
Fogel Capital Management
Florida
$1.51M
IA
313
IFP Advisors
Florida
$1.5M
SCM
314
Sunbeam Capital Management
Georgia
$1.5M
ACM
315
Arcataur Capital Management
Wisconsin
$1.49M
MPCG
316
Matrix Private Capital Group
New York
$1.49M
ACP
317
Aviance Capital Partners
Florida
$1.48M
FHA
318
Flagship Harbor Advisors
Massachusetts
$1.48M
FGA
319
Fortis Group Advisors
New Jersey
$1.47M
JCM
320
Jacobi Capital Management
Pennsylvania
$1.47M
Renaissance Technologies
321
Renaissance Technologies
New York
$1.46M
BAM
322
Brave Asset Management
New Jersey
$1.46M
PCIA
323
Prime Capital Investment Advisors
Kansas
$1.45M
FA
324
FC Advisory
Pennsylvania
$1.45M
CWMS
325
Cannon Wealth Management Services
North Carolina
$1.44M