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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
FWM
526
Forteris Wealth Management
New York
$580K
EAM
527
Everstar Asset Management
North Carolina
$579K
EDRH
528
Edmond de Rothschild Holding
Switzerland
$576K
WC
529
Whitney & Co
New York
$576K
TPW
530
Tiller Private Wealth
Pennsylvania
$567K
Northern Trust
531
Northern Trust
Illinois
$562K
MA
532
MONECO Advisors
Connecticut
$561K
First Manhattan
533
First Manhattan
New York
$560K
WWM
534
Western Wealth Management
Colorado
$557K
VWA
535
VERITY Wealth Advisors
United States
$554K
TWP
536
Tempus Wealth Planning
California
$549K
PCFFS
537
Pacific Center for Financial Services
California
$549K
SCA
538
STALEY CAPITAL ADVISERS
Pennsylvania
$542K
TAFW
539
Tred Avon Family Wealth
Maryland
$540K
DWM
540
Diversify Wealth Management
Utah
$540K
WBG
541
Wharton Business Group
Pennsylvania
$537K
MSFS
542
Main Street Financial Solutions
Pennsylvania
$536K
TSS
543
Two Sigma Securities
New York
$535K
AWA
544
Arete Wealth Advisors
Illinois
$534K
JSL
545
JT Stratford LLC
Georgia
$533K
CAL
546
Capital Advisors Ltd
Ohio
$530K
TA
547
TPG Advisors
Illinois
$528K
NW
548
NewEdge Wealth
Pennsylvania
$527K
SWP
549
Summit Wealth Partners
Florida
$518K
Tudor Investment Corp
550
Tudor Investment Corp
Connecticut
$516K