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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
PFS
451
Prospect Financial Services
New York
$851K
SS
452
Sunbelt Securities
Texas
$851K
B
453
Bellecapital
Switzerland
$836K
CT
454
Caldwell Trust
Florida
$834K
KCWM
455
Kane Co Wealth Management
Iowa
$830K
NSIM
456
North Star Investment Management
Illinois
$827K
WT
457
Whittier Trust
California
$823K
CNTOF
458
Canandaigua National Trust of Florida
New York
$817K
AAM
459
Advisors Asset Management
Colorado
$810K
RTC
460
Real Talk Capital
Tennessee
$807K
ML
461
McAdam LLC
Pennsylvania
$802K
RFA
462
Resurgent Financial Advisors
Georgia
$801K
Pathstone Holdings
463
Pathstone Holdings
New Jersey
$800K
LWM
464
LongView Wealth Management
Georgia
$795K
RSC
465
Red Spruce Capital
Pennsylvania
$795K
PCM
466
Palisade Capital Management
New Jersey
$789K
VWM
467
Vigilare Wealth Management
Arizona
$789K
Bank of New York Mellon
468
Bank of New York Mellon
New York
$788K
TPW
469
Transatlantique Private Wealth
New York
$788K
IBOK
470
Independence Bank of Kentucky
Kentucky
$781K
MWM
471
Mindset Wealth Management
Indiana
$776K
WAM
472
WealthTrust Asset Management
Florida
$775K
BWAM
473
Boyd Watterson Asset Management
Ohio
$773K
MAM
474
MMA Asset Management
Pennsylvania
$771K
WCP
475
Wealthcare Capital Partners
Pennsylvania
$770K