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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
HAC
376
Harbor Advisory Corp
New Hampshire
$1.14M -$148K -4,737 -11%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$1.14M +$7.01K +225 +0.6%
BOM
378
Bank of Marin
California
$1.13M +$67.6K +2,172 +6%
HT
379
Headlands Technologies
Illinois
$1.13M +$1.13M +36,372 New
PA
380
PFG Advisors
Arizona
$1.11M -$682K -21,893 -38%
RA
381
Rockingstone Advisors
Massachusetts
$1.11M +$16.7K +535 +2%
FWP
382
Falcon Wealth Planning
California
$1.09M -$90.7K -2,914 -8%
PWM
383
Perigon Wealth Management
California
$1.09M +$213K +6,854 +24%
FFA
384
Farther Finance Advisors
California
$1.08M +$299K +9,590 +38%
CGH
385
CMG Global Holdings
Texas
$1.08M -$170K -5,457 -14%
NFTC
386
North Forty Two & Co
Oregon
$1.07M -$68.5K -2,200 -6%
CA
387
CGN Advisors
Kansas
$1.07M +$95.6K +3,069 +10%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M -$76.8K -2,465 -7%
LPAM
389
Lodestar Private Asset Management
California
$1.07M +$62.1K +1,993 +6%
AWM
390
Accel Wealth Management
Iowa
$1.06M -$170K -5,473 -14%
EAN
391
Excelsior Advisor Network
Colorado
$1.05M +$1.06M +34,061 New
HWA
392
HCR Wealth Advisors
California
$1.05M -$142K -4,566 -12%
BTI
393
Blue Trust Inc
Georgia
$1.05M +$75.3K +2,417 +8%
RBC
394
Romano Brothers & Co
Illinois
$1.05M -$6.51K -209 -0.6%
IIM
395
Ipswich Investment Management
Massachusetts
$1.05M
RIA
396
Realta Investment Advisors
Delaware
$1.03M -$12.3K -396 -1%
PWA
397
Provenance Wealth Advisors
Florida
$1.03M +$44.9K +1,443 +5%
BCM
398
Bowie Capital Management
Texas
$1.02M +$249K +8,000 +32%
OFG
399
Orcam Financial Group
California
$1.02M -$24.3K -781 -2%
MWM
400
Meridian Wealth Management
Kentucky
$1.02M +$140K +4,497 +16%