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iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 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)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
992
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
TI
351
Tidal Investments
Wisconsin
$1.26M
CCC
352
Chesapeake Capital Corp
Florida
$1.26M
AFP
353
Alpha Financial Partners
Kentucky
$1.25M
FI
354
Financial Insights
Washington
$1.25M
YMRC
355
Yorktown Management & Research Company
Virginia
$1.24M
BWG
356
Balanced Wealth Group
Ohio
$1.24M
EWA
357
Etesian Wealth Advisors
Oregon
$1.23M
NB
358
Northwest Bancshares
Pennsylvania
$1.23M
PWW
359
Pettyjohn Wood & White
Virginia
$1.23M
SG
360
StoneX Group
New York
$1.22M
Franklin Resources
361
Franklin Resources
California
$1.22M
GS
362
GTS Securities
New York
$1.2M
MBT
363
Montecito Bank & Trust
California
$1.2M
MCC
364
Money Concepts Capital
Florida
$1.19M
LOWM
365
Laurel Oak Wealth Management
New Jersey
$1.18M
MFG
366
Merit Financial Group
Georgia
$1.17M
TCMP
367
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M
IWP
368
Invenio Wealth Partners
Florida
$1.17M
KA
369
Kovack Advisors
Florida
$1.17M
PI
370
PFG Investments
New York
$1.16M
PWA
371
Primoris Wealth Advisors
Florida
$1.15M
TBT
372
Texas Bank & Trust
Texas
$1.14M
HAC
373
Harbor Advisory Corp
New Hampshire
$1.14M
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$1.14M
BOM
375
Bank of Marin
California
$1.13M