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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
CNTOF
451
Canandaigua National Trust of Florida
New York
$817K
AAM
452
Advisors Asset Management
Colorado
$810K
RTC
453
Real Talk Capital
Tennessee
$807K
ML
454
McAdam LLC
Pennsylvania
$802K
RFA
455
Resurgent Financial Advisors
Georgia
$801K
Pathstone Holdings
456
Pathstone Holdings
New Jersey
$800K
LWM
457
LongView Wealth Management
Georgia
$795K
RSC
458
Red Spruce Capital
Pennsylvania
$795K
PCM
459
Palisade Capital Management
New Jersey
$789K
VWM
460
Vigilare Wealth Management
Arizona
$789K
Bank of New York Mellon
461
Bank of New York Mellon
New York
$788K
TPW
462
Transatlantique Private Wealth
New York
$788K
IBOK
463
Independence Bank of Kentucky
Kentucky
$781K
MWM
464
Mindset Wealth Management
Indiana
$776K
WAM
465
WealthTrust Asset Management
Florida
$775K
BWAM
466
Boyd Watterson Asset Management
Ohio
$773K
MAM
467
MMA Asset Management
Pennsylvania
$771K
WCP
468
Wealthcare Capital Partners
Pennsylvania
$770K
FWP
469
FAS Wealth Partners
Kansas
$768K
ORC
470
O'Rourke & Company
Massachusetts
$752K
CL
471
Choreo LLC
Illinois
$749K
Neuberger Berman Group
472
Neuberger Berman Group
New York
$746K
OFA
473
Oak Family Advisors
Illinois
$743K
Capital Fund Management (CFM)
474
Capital Fund Management (CFM)
France
$738K
AA
475
Aire Advisors
California
$733K