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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
FA
326
FC Advisory
Pennsylvania
$1.45M
CWMS
327
Cannon Wealth Management Services
North Carolina
$1.44M
CCA
328
Cadent Capital Advisors
Oklahoma
$1.43M
JWCA
329
J.W. Cole Advisors
Florida
$1.42M
OHWP
330
Oak Harbor Wealth Partners
North Carolina
$1.42M
AIA
331
Aventus Investment Advisors
Florida
$1.41M
KFS
332
Keynote Financial Services
Connecticut
$1.41M
BRWA
333
B. Riley Wealth Advisors
Florida
$1.41M
CAAM
334
Cornerstone Advisors Asset Management
Pennsylvania
$1.4M
QC
335
Quadrature Capital
United Kingdom
$1.39M
BBHC
336
Brown Brothers Harriman & Co
New York
$1.38M
NS
337
NBC Securities
Alabama
$1.38M
PA
338
Pinnacle Associates
New York
$1.37M
CST
339
Charles Schwab Trust
Nevada
$1.36M
WHG
340
Westwood Holdings Group
Texas
$1.36M
FNT
341
First National Trust
Pennsylvania
$1.35M
IA
342
IFG Advisory
Georgia
$1.35M
EFS
343
Essex Financial Services
Connecticut
$1.34M
SW
344
SVB Wealth
Massachusetts
$1.34M
CHC
345
City Holding Co
West Virginia
$1.33M
AAG
346
Asset Advisory Group
New Jersey
$1.31M
GC
347
Guggenheim Capital
Illinois
$1.3M
FWM
348
ForthRight Wealth Management
Georgia
$1.29M
WIA
349
World Investment Advisors
California
$1.28M
FFN
350
Focus Financial Network
Minnesota
$1.28M