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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
12.23%
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
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$35.6M +$3.77M +121,085 +12%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$32.7M +$1.07M +34,382 +3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$32.5M -$425K -13,633 -1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$32.3M -$3.61M -116,025 -10%
FMLI
30
Fukoku Mutual Life Insurance
Japan
$30.3M +$673K +21,600 +2%
GWM
31
GDS Wealth Management
Texas
$29.4M +$3.4M +109,081 +13%
DWM
32
Dakota Wealth Management
Florida
$28.9M -$2.71M -87,045 -9%
MCM
33
MAI Capital Management
Ohio
$28.7M +$1.45M +46,688 +5%
Cohen & Steers
34
Cohen & Steers
New York
$28M +$27.9M +896,701 +12,157%
OPAM
35
Ocean Park Asset Management
California
$26.9M +$2.39M +76,659 +10%
Stifel Financial
36
Stifel Financial
Missouri
$26.1M +$1.47M +47,171 +6%
CB
37
Commerce Bank
Missouri
$25.4M -$4.69M -150,569 -16%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$24.5M +$1.38M +44,200 +6%
Cerity Partners
39
Cerity Partners
New York
$24M +$6.7M +215,290 +39%
HighTower Advisors
40
HighTower Advisors
Illinois
$23.8M -$2M -64,259 -8%
JIP
41
Jaffetilchin Investment Partners
Florida
$23.6M +$339K +10,895 +1%
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$21.7M -$1.16M -37,207 -5%
BA
43
Bard Associates
Illinois
$21.5M +$7M +224,684 +48%
ZIM
44
Zacks Investment Management
Illinois
$20.5M +$20.3M +652,780 +6,726%
PFA
45
Pure Financial Advisors
California
$20M +$1.37M +44,092 +7%
KeyBank National Association
46
KeyBank National Association
Ohio
$19.9M -$916K -29,410 -4%
SWP
47
Stratos Wealth Partners
Ohio
$19.8M +$2.01M +64,669 +11%
Corient Private Wealth
48
Corient Private Wealth
Florida
$19.7M -$1.17M -37,415 -5%
NCM
49
Northside Capital Management
Oregon
$19.5M +$4.86M +155,936 +33%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$19.2M +$15M +480,120 +343%