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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
NEPWA
376
New England Private Wealth Advisors
Massachusetts
$1.14M
BOM
377
Bank of Marin
California
$1.13M
HT
378
Headlands Technologies
Illinois
$1.13M
PA
379
PFG Advisors
Arizona
$1.11M
RA
380
Rockingstone Advisors
Massachusetts
$1.11M
FWP
381
Falcon Wealth Planning
California
$1.09M
PWM
382
Perigon Wealth Management
California
$1.09M
FFA
383
Farther Finance Advisors
California
$1.08M
CGH
384
CMG Global Holdings
Texas
$1.08M
NFTC
385
North Forty Two & Co
Oregon
$1.07M
CA
386
CGN Advisors
Kansas
$1.07M
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M
LPAM
388
Lodestar Private Asset Management
California
$1.07M
AWM
389
Accel Wealth Management
Iowa
$1.06M
EAN
390
Excelsior Advisor Network
Colorado
$1.05M
HWA
391
HCR Wealth Advisors
California
$1.05M
BTI
392
Blue Trust Inc
Georgia
$1.05M
RBC
393
Romano Brothers & Co
Illinois
$1.05M
IIM
394
Ipswich Investment Management
Massachusetts
$1.05M
RIA
395
Realta Investment Advisors
Delaware
$1.03M
PWA
396
Provenance Wealth Advisors
Florida
$1.03M
BCM
397
Bowie Capital Management
Texas
$1.02M
OFG
398
Orcam Financial Group
California
$1.02M
MWM
399
Meridian Wealth Management
Kentucky
$1.02M
MHR
400
Matthew Hamilton Rosenberg
$1.02M