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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
PWMAG
426
Pinnacle Wealth Management Advisory Group
New Jersey
$940K
CFG
427
Citizens Financial Group
Rhode Island
$940K
EFG
428
Ethos Financial Group
Pennsylvania
$937K
SCA
429
Snowden Capital Advisors
New York
$937K
MA
430
Mezzasalma Advisors
New Jersey
$931K
GAM
431
Grandview Asset Management
Pennsylvania
$930K
BAM
432
Belpointe Asset Management
Nevada
$927K
PTC
433
Private Trust Company
Ohio
$911K
BCI
434
Brinker Capital Investments
Pennsylvania
$911K
IAG
435
Investment Advisory Group
Massachusetts
$902K
PIMG
436
Patriot Investment Management Group
Tennessee
$902K
BMA
437
Brooks Moore & Associates
Tennessee
$901K
GS
438
GWN Securities
Florida
$893K
CIA
439
Capital Investment Advisors
Georgia
$891K
NAS
440
Nicolet Advisory Services
Wisconsin
$891K
SIA
441
Sage Investment Advisers
New York
$885K
SWM
442
Spire Wealth Management
Virginia
$882K
SRC
443
Sage Rhino Capital
California
$879K
AGWCA
444
Annis Gardner Whiting Capital Advisors
Florida
$871K
WSFS
445
Wilmington Savings Fund Society
Delaware
$870K
KOMWMG
446
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$870K
FA
447
Fiduciary Alliance
South Carolina
$870K
WHCFA
448
William Howard & Co Financial Advisors
Tennessee
$870K
AUB
449
Atlantic Union Bankshares
Virginia
$865K
AIM
450
Advyzon Investment Management
Illinois
$852K