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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
FFN
351
Focus Financial Network
Minnesota
$1.28M -$54.5K -1,750 -4%
CFS
352
Coordinated Financial Services
Colorado
$1.27M +$570K +18,287 +80%
VCM
353
Vines Capital Management
Louisiana
$1.26M +$1.27M +40,837 New
CCC
354
Chesapeake Capital Corp
Florida
$1.26M -$1.33M -42,794 -51%
TI
355
Tidal Investments
Wisconsin
$1.26M -$1.33M -42,794 -51%
AFP
356
Alpha Financial Partners
Kentucky
$1.25M +$1.26M +40,488 New
FI
357
Financial Insights
Washington
$1.25M -$444K -14,250 -26%
YMRC
358
Yorktown Management & Research Company
Virginia
$1.24M -$779K -25,000 -38%
BWG
359
Balanced Wealth Group
Ohio
$1.24M -$139K -4,477 -10%
EWA
360
Etesian Wealth Advisors
Oregon
$1.23M -$123K -3,951 -9%
NB
361
Northwest Bancshares
Pennsylvania
$1.23M -$14.7K -472 -1%
PWW
362
Pettyjohn Wood & White
Virginia
$1.23M -$138K -4,446 -10%
SG
363
StoneX Group
New York
$1.22M +$430K +13,811 +54%
Franklin Resources
364
Franklin Resources
California
$1.22M +$106K +3,388 +9%
GS
365
GTS Securities
New York
$1.2M +$1.2M +38,660 New
MBT
366
Montecito Bank & Trust
California
$1.2M -$31.3K -1,004 -3%
MCC
367
Money Concepts Capital
Florida
$1.19M -$182K -5,841 -13%
LOWM
368
Laurel Oak Wealth Management
New Jersey
$1.18M +$1.19M +38,200 New
MFG
369
Merit Financial Group
Georgia
$1.17M -$22.9K -735 -2%
TCMP
370
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M -$238K -7,657 -17%
IWP
371
Invenio Wealth Partners
Florida
$1.17M +$810 +26 +0.1%
KA
372
Kovack Advisors
Florida
$1.17M +$607K +19,487 +107%
PI
373
PFG Investments
New York
$1.16M +$108K +3,452 +10%
PWA
374
Primoris Wealth Advisors
Florida
$1.15M +$4.67K +150 +0.4%
TBT
375
Texas Bank & Trust
Texas
$1.14M +$1.56K +50 +0.1%