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iShares Preferred and Income Securities ETF

1,005 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 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.22%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
326
Prime Capital Investment Advisors
Kansas
$1.45M -$10.2K -329 -0.7%
FA
327
FC Advisory
Pennsylvania
$1.45M +$20.8K +668 +1%
CWMS
328
Cannon Wealth Management Services
North Carolina
$1.44M -$329K -10,564 -19%
CCA
329
Cadent Capital Advisors
Oklahoma
$1.43M -$490K -15,724 -25%
JWCA
330
J.W. Cole Advisors
Florida
$1.42M +$54.1K +1,737 +3%
OHWP
331
Oak Harbor Wealth Partners
North Carolina
$1.42M -$4.14K -133 -0.3%
AIA
332
Aventus Investment Advisors
Florida
$1.41M +$60.5K +1,943 +4%
KFS
333
Keynote Financial Services
Connecticut
$1.41M +$876K +28,132 +161%
BRWA
334
B. Riley Wealth Advisors
Florida
$1.41M +$4.33K +139 +0.3%
CAAM
335
Cornerstone Advisors Asset Management
Pennsylvania
$1.4M +$71.7K +2,301 +5%
QC
336
Quadrature Capital
United Kingdom
$1.39M -$945K -30,360 -40%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.38M +$1.36M +43,619 +4,154%
NS
338
NBC Securities
Alabama
$1.38M -$227K -7,301 -14%
PA
339
Pinnacle Associates
New York
$1.37M -$389K -12,489 -22%
CST
340
Charles Schwab Trust
Nevada
$1.36M +$70.6K +2,268 +5%
WHG
341
Westwood Holdings Group
Texas
$1.36M -$31.9K -1,023 -2%
FNT
342
First National Trust
Pennsylvania
$1.35M +$23.6K +758 +2%
IA
343
IFG Advisory
Georgia
$1.35M -$108K -3,468 -7%
EFS
344
Essex Financial Services
Connecticut
$1.34M -$58.5K -1,879 -4%
SW
345
SVB Wealth
Massachusetts
$1.34M -$678K -21,779 -34%
CHC
346
City Holding Co
West Virginia
$1.33M -$51.4K -1,652 -4%
AAG
347
Asset Advisory Group
New Jersey
$1.31M +$1.32M +42,358 New
GC
348
Guggenheim Capital
Illinois
$1.3M +$360K +11,555 +38%
FWM
349
ForthRight Wealth Management
Georgia
$1.29M -$646K -20,736 -33%
WIA
350
World Investment Advisors
California
$1.28M +$322K +10,336 +33%