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iShares Preferred and Income Securities ETF

1,005 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.22%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
WHCFA
451
William Howard & Co Financial Advisors
Tennessee
$870K +$10.2K +327 +1%
AUB
452
Atlantic Union Bankshares
Virginia
$865K +$140K +4,500 +19%
AIM
453
Advyzon Investment Management
Illinois
$852K +$64.5K +2,071 +8%
PFS
454
Prospect Financial Services
New York
$851K -$145K -4,670 -15%
SS
455
Sunbelt Securities
Texas
$851K -$13.2K -423 -2%
B
456
Bellecapital
Switzerland
$836K
CT
457
Caldwell Trust
Florida
$834K -$45.7K -1,469 -5%
KCWM
458
Kane Co Wealth Management
Iowa
$830K +$835K +26,803 New
NSIM
459
North Star Investment Management
Illinois
$827K +$16.9K +542 +2%
WT
460
Whittier Trust
California
$823K -$167K -5,367 -17%
CNTOF
461
Canandaigua National Trust of Florida
New York
$817K +$55.8K +1,791 +7%
AAM
462
Advisors Asset Management
Colorado
$810K -$14.8K -475 -2%
RTC
463
Real Talk Capital
Tennessee
$807K +$104K +3,333 +15%
ML
464
McAdam LLC
Pennsylvania
$802K -$35.7K -1,145 -4%
RFA
465
Resurgent Financial Advisors
Georgia
$801K +$141K +4,520 +21%
Pathstone Holdings
466
Pathstone Holdings
New Jersey
$800K -$5.11K -164 -0.6%
LWM
467
LongView Wealth Management
Georgia
$795K -$7.07K -227 -0.9%
RSC
468
Red Spruce Capital
Pennsylvania
$795K +$130K +4,190 +20%
PCM
469
Palisade Capital Management
New Jersey
$789K
VWM
470
Vigilare Wealth Management
Arizona
$789K -$127K -4,064 -14%
Bank of New York Mellon
471
Bank of New York Mellon
New York
$788K +$378K +12,150 +91%
TPW
472
Transatlantique Private Wealth
New York
$788K -$344K -11,046 -30%
IBOK
473
Independence Bank of Kentucky
Kentucky
$781K -$109K -3,485 -12%
MWM
474
Mindset Wealth Management
Indiana
$776K +$781K +25,065 New
WAM
475
WealthTrust Asset Management
Florida
$775K +$22.2K +712 +3%