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iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
992
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
SFP
501
Strategic Financial Partners
Oregon
$669K
IWM
502
IHT Wealth Management
Illinois
$669K
AWM
503
AE Wealth Management
Kansas
$668K
PCM
504
Pennsylvania Capital Management
Pennsylvania
$668K
FIM
505
FWL Investment Management
Texas
$666K
KLCM
506
KG&L Capital Management
Louisiana
$657K
SA
507
Sincerus Advisory
New York
$655K
PCM
508
Princeton Capital Management
New Jersey
$654K
FC
509
FCA Corp
Texas
$650K
ACA
510
American Capital Advisory
Idaho
$650K
AAMC
511
Asset Allocation & Management Company
Illinois
$650K
RHIG
512
R.H. Investment Group
Arizona
$647K
CAM
513
Carret Asset Management
New York
$647K
AWE
514
Avidian Wealth Enterprises
Texas
$647K
GTWM
515
Global Trust Wealth Management
Florida
$645K
CIAS
516
Capital Investment Advisory Services
North Carolina
$645K
GWP
517
Gen-Wealth Partners
Michigan
$642K
KIA
518
KCM Investment Advisors
California
$631K
PFBT
519
Parkside Financial Bank & Trust
Missouri
$626K
WANY
520
Wealthspire Advisors (New York)
New York
$624K
DA
521
Dover Advisors
Virginia
$624K
TYCC
522
Texas Yale Capital Corp
Florida
$623K
FFO
523
Fortitude Family Office
Arizona
$623K
RIA
524
Richwood Investment Advisors
Ohio
$622K
MWM
525
Melfa Wealth Management
Massachusetts
$620K