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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
NFTC
376
North Forty Two & Co
Oregon
$1.07M
CA
377
CGN Advisors
Kansas
$1.07M
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M
LPAM
379
Lodestar Private Asset Management
California
$1.07M
AWM
380
Accel Wealth Management
Iowa
$1.06M
EAN
381
Excelsior Advisor Network
Colorado
$1.05M
HWA
382
HCR Wealth Advisors
California
$1.05M
BTI
383
Blue Trust Inc
Georgia
$1.05M
RBC
384
Romano Brothers & Co
Illinois
$1.05M
IIM
385
Ipswich Investment Management
Massachusetts
$1.05M
WIA
386
World Investment Advisors
California
$1.03M
RIA
387
Realta Investment Advisors
Delaware
$1.03M
PWA
388
Provenance Wealth Advisors
Florida
$1.03M
BCM
389
Bowie Capital Management
Texas
$1.02M
OFG
390
Orcam Financial Group
California
$1.02M
MWM
391
Meridian Wealth Management
Kentucky
$1.02M
MHR
392
Matthew Hamilton Rosenberg
$1.02M
KWMG
393
King Wealth Management Group
Florida
$1.01M
WB
394
WesBanco Bank
West Virginia
$1.01M
JSW
395
Journey Strategic Wealth
New Jersey
$1.01M
HWM
396
Howard Wealth Management
Connecticut
$1,000K
CANC
397
Culbertson A N & Co
Virginia
$1,000K
NAG
398
Northstar Advisory Group
New Jersey
$998K
SEP
399
Signature Equity Partners
Ohio
$996K
SWA
400
Sax Wealth Advisors
New Jersey
$996K