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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
CFS
351
Coordinated Financial Services
Colorado
$1.27M
VCM
352
Vines Capital Management
Louisiana
$1.26M
CCC
353
Chesapeake Capital Corp
Florida
$1.26M
TI
354
Tidal Investments
Wisconsin
$1.26M
AFP
355
Alpha Financial Partners
Kentucky
$1.25M
FI
356
Financial Insights
Washington
$1.25M
YMRC
357
Yorktown Management & Research Company
Virginia
$1.24M
BWG
358
Balanced Wealth Group
Ohio
$1.24M
EWA
359
Etesian Wealth Advisors
Oregon
$1.23M
NB
360
Northwest Bancshares
Pennsylvania
$1.23M
PWW
361
Pettyjohn Wood & White
Virginia
$1.23M
SG
362
StoneX Group
New York
$1.22M
Franklin Resources
363
Franklin Resources
California
$1.22M
GS
364
GTS Securities
New York
$1.2M
MBT
365
Montecito Bank & Trust
California
$1.2M
MCC
366
Money Concepts Capital
Florida
$1.19M
LOWM
367
Laurel Oak Wealth Management
New Jersey
$1.18M
MFG
368
Merit Financial Group
Georgia
$1.17M
TCMP
369
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M
IWP
370
Invenio Wealth Partners
Florida
$1.17M
KA
371
Kovack Advisors
Florida
$1.17M
PI
372
PFG Investments
New York
$1.16M
PWA
373
Primoris Wealth Advisors
Florida
$1.15M
TBT
374
Texas Bank & Trust
Texas
$1.14M
HAC
375
Harbor Advisory Corp
New Hampshire
$1.14M