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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
FFO
526
Fortitude Family Office
Arizona
$623K +$210K +6,754 +51%
RIA
527
Richwood Investment Advisors
Ohio
$622K -$19.1K -614 -3%
MWM
528
Melfa Wealth Management
Massachusetts
$620K +$156 +5 +0%
SPC
529
Sigma Planning Corp
Michigan
$618K -$6.23K -200 -1%
CWM
530
ClientFirst Wealth Management
Arkansas
$617K -$43.6K -1,400 -7%
GPA
531
Guidance Point Advisors
Massachusetts
$613K -$296K -9,506 -32%
MCA
532
MSH Capital Advisors
Arizona
$609K +$18.7K +600 +3%
EFG
533
Ehrlich Financial Group
California
$601K +$70.1K +2,250 +13%
A
534
Alongside
Texas
$595K +$599K +19,233 New
CPA
535
Cardiff Park Advisors
California
$591K +$10.9K +351 +2%
BL
536
BCWM LLC
Kansas
$586K +$1.9K +61 +0.3%
OAG
537
Oakmont Advisory Group
New Mexico
$580K +$584K +18,745 New
FWM
538
Forteris Wealth Management
New York
$580K +$584K +18,740 New
EAM
539
Everstar Asset Management
North Carolina
$579K
EDRH
540
Edmond de Rothschild Holding
Switzerland
$576K
WC
541
Whitney & Co
New York
$576K +$52.9K +1,700 +10%
TPW
542
Tiller Private Wealth
Pennsylvania
$567K +$127K +4,068 +29%
Northern Trust
543
Northern Trust
Illinois
$562K -$133K -4,255 -19%
MA
544
MONECO Advisors
Connecticut
$561K -$1.5K -48 -0.3%
First Manhattan
545
First Manhattan
New York
$560K +$10.9K +350 +2%
WWM
546
Western Wealth Management
Colorado
$557K +$107K +3,435 +24%
VWA
547
VERITY Wealth Advisors
United States
$554K
TWP
548
Tempus Wealth Planning
California
$549K -$2.04M -65,518 -79%
PCFFS
549
Pacific Center for Financial Services
California
$549K
SCA
550
STALEY CAPITAL ADVISERS
Pennsylvania
$542K