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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
JSW
401
Journey Strategic Wealth
New Jersey
$1.01M
HWM
402
Howard Wealth Management
Connecticut
$1,000K
CANC
403
Culbertson A N & Co
Virginia
$1,000K
NAG
404
Northstar Advisory Group
New Jersey
$998K
SEP
405
Signature Equity Partners
Ohio
$996K
SWA
406
Sax Wealth Advisors
New Jersey
$996K
OMC
407
Old Mission Capital
Illinois
$994K
PC
408
Prairiewood Capital
North Dakota
$993K
CAG
409
Crestwood Advisors Group
Massachusetts
$992K
CWM
410
Calamos Wealth Management
Illinois
$990K
TCM
411
Telos Capital Management
California
$988K
LAM
412
LOM Asset Management
$981K
SFG
413
Seamount Financial Group
Colorado
$978K
USCWA
414
U.S. Capital Wealth Advisors
Texas
$973K
VFG
415
V2 Financial group
Illinois
$973K
WIC
416
Woodmont Investment Counsel
Tennessee
$972K
HTC
417
Haverford Trust Company
Pennsylvania
$968K
PCS
418
Private Client Services
Kentucky
$967K
BRM
419
Boston Research & Management
Massachusetts
$964K
CWRPL
420
Cassady Wealth & Retirement Planning, LLC
Nevada
$961K
Jane Street
421
Jane Street
New York
$952K
WWM
422
Whalen Wealth Management
Nevada
$949K
SAG
423
SageView Advisory Group
California
$948K
CFO
424
Colony Family Offices
North Carolina
$946K
RSF
425
Rik Saylor Financial
Ohio
$946K