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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
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$35.6M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$32.7M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$32.5M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$32.3M
FMLI
30
Fukoku Mutual Life Insurance
Japan
$30.3M
GWM
31
GDS Wealth Management
Texas
$29.4M
DWM
32
Dakota Wealth Management
Florida
$28.9M
MCM
33
MAI Capital Management
Ohio
$28.7M
Cohen & Steers
34
Cohen & Steers
New York
$28M
OPAM
35
Ocean Park Asset Management
California
$26.9M
Stifel Financial
36
Stifel Financial
Missouri
$26.1M
CB
37
Commerce Bank
Missouri
$25.4M
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$24.5M
Cerity Partners
39
Cerity Partners
New York
$24M
HighTower Advisors
40
HighTower Advisors
Illinois
$23.8M
JIP
41
Jaffetilchin Investment Partners
Florida
$23.6M
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$21.7M
BA
43
Bard Associates
Illinois
$21.5M
ZIM
44
Zacks Investment Management
Illinois
$20.5M
PFA
45
Pure Financial Advisors
California
$20M
KeyBank National Association
46
KeyBank National Association
Ohio
$19.9M
SWP
47
Stratos Wealth Partners
Ohio
$19.8M
NCM
48
Northside Capital Management
Oregon
$19.5M
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$19.2M
WF
50
Welch & Forbes
Massachusetts
$18.4M