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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
OMC
401
Old Mission Capital
Illinois
$994K
PC
402
Prairiewood Capital
North Dakota
$993K
CAG
403
Crestwood Advisors Group
Massachusetts
$992K
CWM
404
Calamos Wealth Management
Illinois
$990K
TCM
405
Telos Capital Management
California
$988K
LAM
406
LOM Asset Management
$981K
SFG
407
Seamount Financial Group
Colorado
$978K
USCWA
408
U.S. Capital Wealth Advisors
Texas
$973K
VFG
409
V2 Financial group
Illinois
$973K
WIC
410
Woodmont Investment Counsel
Tennessee
$972K
HTC
411
Haverford Trust Company
Pennsylvania
$968K
PCS
412
Private Client Services
Kentucky
$967K
BRM
413
Boston Research & Management
Massachusetts
$964K
Jane Street
414
Jane Street
New York
$952K
WWM
415
Whalen Wealth Management
Nevada
$949K
SAG
416
SageView Advisory Group
California
$948K
CFO
417
Colony Family Offices
North Carolina
$946K
RSF
418
Rik Saylor Financial
Ohio
$946K
PWMAG
419
Pinnacle Wealth Management Advisory Group
New Jersey
$940K
CFG
420
Citizens Financial Group
Rhode Island
$940K
EFG
421
Ethos Financial Group
Pennsylvania
$937K
SCA
422
Snowden Capital Advisors
New York
$937K
MA
423
Mezzasalma Advisors
New Jersey
$931K
GAM
424
Grandview Asset Management
Pennsylvania
$930K
BAM
425
Belpointe Asset Management
Nevada
$927K