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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
PCM
501
Princeton Capital Management
New Jersey
$654K
FC
502
FCA Corp
Texas
$650K
ACA
503
American Capital Advisory
Idaho
$650K
AAMC
504
Asset Allocation & Management Company
Illinois
$650K
RHIG
505
R.H. Investment Group
Arizona
$647K
CAM
506
Carret Asset Management
New York
$647K
AWE
507
Avidian Wealth Enterprises
Texas
$647K
GTWM
508
Global Trust Wealth Management
Florida
$645K
CIAS
509
Capital Investment Advisory Services
North Carolina
$645K
GWP
510
Gen-Wealth Partners
Michigan
$642K
KIA
511
KCM Investment Advisors
California
$631K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$626K
WANY
513
Wealthspire Advisors (New York)
New York
$624K
DA
514
Dover Advisors
Virginia
$624K
TYCC
515
Texas Yale Capital Corp
Florida
$623K
FFO
516
Fortitude Family Office
Arizona
$623K
RIA
517
Richwood Investment Advisors
Ohio
$622K
MWM
518
Melfa Wealth Management
Massachusetts
$620K
SPC
519
Sigma Planning Corp
Michigan
$618K
CWM
520
ClientFirst Wealth Management
Arkansas
$617K
GPA
521
Guidance Point Advisors
Massachusetts
$613K
MCA
522
MSH Capital Advisors
Arizona
$609K
EFG
523
Ehrlich Financial Group
California
$601K
CPA
524
Cardiff Park Advisors
California
$591K
BL
525
BCWM LLC
Kansas
$586K