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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
BRWA
326
B. Riley Wealth Advisors
Florida
$1.41M
CAAM
327
Cornerstone Advisors Asset Management
Pennsylvania
$1.4M
QC
328
Quadrature Capital
United Kingdom
$1.39M
BBHC
329
Brown Brothers Harriman & Co
New York
$1.38M
NS
330
NBC Securities
Alabama
$1.38M
PA
331
Pinnacle Associates
New York
$1.37M
CST
332
Charles Schwab Trust
Nevada
$1.36M
WHG
333
Westwood Holdings Group
Texas
$1.36M
FNT
334
First National Trust
Pennsylvania
$1.35M
IA
335
IFG Advisory
Georgia
$1.35M
EFS
336
Essex Financial Services
Connecticut
$1.34M
SW
337
SVB Wealth
Massachusetts
$1.34M
CHC
338
City Holding Co
West Virginia
$1.33M
AAG
339
Asset Advisory Group
New Jersey
$1.31M
GC
340
Guggenheim Capital
Illinois
$1.3M
FWM
341
ForthRight Wealth Management
Georgia
$1.29M
FFN
342
Focus Financial Network
Minnesota
$1.28M
CFS
343
Coordinated Financial Services
Colorado
$1.27M
VCM
344
Vines Capital Management
Louisiana
$1.26M
TI
345
Tidal Investments
Wisconsin
$1.26M
CCC
346
Chesapeake Capital Corp
Florida
$1.26M
AFP
347
Alpha Financial Partners
Kentucky
$1.25M
YMRC
348
Yorktown Management & Research Company
Virginia
$1.24M
BWG
349
Balanced Wealth Group
Ohio
$1.24M
EWA
350
Etesian Wealth Advisors
Oregon
$1.23M