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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
CSB
501
City State Bank
Iowa
$686K +$31.1K +1,000 +5%
HIM
502
Hillsdale Investment Management
Ontario, Canada
$685K +$235K +7,530 +52%
SCG
503
Sonata Capital Group
Washington
$671K +$1.4K +45 +0.2%
SFP
504
Strategic Financial Partners
Oregon
$669K -$5.86K -188 -0.9%
IWM
505
IHT Wealth Management
Illinois
$669K +$36.7K +1,177 +6%
AWM
506
AE Wealth Management
Kansas
$668K +$169K +5,431 +34%
PCM
507
Pennsylvania Capital Management
Pennsylvania
$668K
FIM
508
FWL Investment Management
Texas
$666K +$110K +3,535 +20%
KLCM
509
KG&L Capital Management
Louisiana
$657K +$42.9K +1,379 +7%
SA
510
Sincerus Advisory
New York
$655K -$8K -257 -1%
PCM
511
Princeton Capital Management
New Jersey
$654K +$75.9K +2,438 +13%
FC
512
FCA Corp
Texas
$650K +$22.2K +713 +4%
ACA
513
American Capital Advisory
Idaho
$650K -$25.5K -818 -4%
AAMC
514
Asset Allocation & Management Company
Illinois
$650K
RHIG
515
R.H. Investment Group
Arizona
$647K
CAM
516
Carret Asset Management
New York
$647K +$6.29K +202 +1%
AWE
517
Avidian Wealth Enterprises
Texas
$647K -$1.99K -64 -0.3%
GTWM
518
Global Trust Wealth Management
Florida
$645K +$649K +20,835 New
CIAS
519
Capital Investment Advisory Services
North Carolina
$645K +$129K +4,140 +25%
GWP
520
Gen-Wealth Partners
Michigan
$642K +$92.5K +2,969 +17%
KIA
521
KCM Investment Advisors
California
$631K +$10.1K +323 +2%
PFBT
522
Parkside Financial Bank & Trust
Missouri
$626K -$8K -257 -1%
WANY
523
Wealthspire Advisors (New York)
New York
$624K -$35K -1,124 -5%
DA
524
Dover Advisors
Virginia
$624K -$779 -25 -0.1%
TYCC
525
Texas Yale Capital Corp
Florida
$623K