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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
NB
351
Northwest Bancshares
Pennsylvania
$1.23M
PWW
352
Pettyjohn Wood & White
Virginia
$1.23M
SG
353
StoneX Group
New York
$1.22M
Franklin Resources
354
Franklin Resources
California
$1.22M
GS
355
GTS Securities
New York
$1.2M
MBT
356
Montecito Bank & Trust
California
$1.2M
MCC
357
Money Concepts Capital
Florida
$1.19M
LOWM
358
Laurel Oak Wealth Management
New Jersey
$1.18M
MFG
359
Merit Financial Group
Georgia
$1.17M
TCMP
360
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M
IWP
361
Invenio Wealth Partners
Florida
$1.17M
KA
362
Kovack Advisors
Florida
$1.17M
PI
363
PFG Investments
New York
$1.16M
PWA
364
Primoris Wealth Advisors
Florida
$1.15M
TBT
365
Texas Bank & Trust
Texas
$1.14M
HAC
366
Harbor Advisory Corp
New Hampshire
$1.14M
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$1.14M
BOM
368
Bank of Marin
California
$1.13M
HT
369
Headlands Technologies
Illinois
$1.13M
PA
370
PFG Advisors
Arizona
$1.11M
RA
371
Rockingstone Advisors
Massachusetts
$1.11M
FWP
372
Falcon Wealth Planning
California
$1.09M
PWM
373
Perigon Wealth Management
California
$1.09M
FFA
374
Farther Finance Advisors
California
$1.08M
CGH
375
CMG Global Holdings
Texas
$1.08M