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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
BB
476
Busey Bank
Illinois
$730K
I
477
INVST
Indiana
$726K
IWM
478
Integris Wealth Management
California
$714K
MC
479
Moors & Cabot
Massachusetts
$713K
JFG
480
Jefferies Financial Group
New York
$708K
VAM
481
Verity Asset Management
North Carolina
$708K
AWM
482
Activest Wealth Management
Florida
$707K
IC
483
IEQ Capital
California
$706K
CA
484
CoreCap Advisors
Michigan
$702K
PIM
485
Penobscot Investment Management
Massachusetts
$701K
BI
486
Breachway Investments
Rhode Island
$700K
AOWM
487
Alpha Omega Wealth Management
Virginia
$698K
CC
488
Cornerstone Capital
California
$696K
TCM
489
Traynor Capital Management
Pennsylvania
$690K
PS
490
Portfolio Strategies
New York
$687K
CSB
491
City State Bank
Iowa
$686K
HIM
492
Hillsdale Investment Management
Ontario, Canada
$685K
SCG
493
Sonata Capital Group
Washington
$671K
SFP
494
Strategic Financial Partners
Oregon
$669K
IWM
495
IHT Wealth Management
Illinois
$669K
AWM
496
AE Wealth Management
Kansas
$668K
PCM
497
Pennsylvania Capital Management
Pennsylvania
$668K
FIM
498
FWL Investment Management
Texas
$666K
KLCM
499
KG&L Capital Management
Louisiana
$657K
SA
500
Sincerus Advisory
New York
$655K