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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
SPC
526
Sigma Planning Corp
Michigan
$618K
CWM
527
ClientFirst Wealth Management
Arkansas
$617K
GPA
528
Guidance Point Advisors
Massachusetts
$613K
MCA
529
MSH Capital Advisors
Arizona
$609K
EFG
530
Ehrlich Financial Group
California
$601K
CPA
531
Cardiff Park Advisors
California
$591K
BL
532
BCWM LLC
Kansas
$586K
FWM
533
Forteris Wealth Management
New York
$580K
EAM
534
Everstar Asset Management
North Carolina
$579K
EDRH
535
Edmond de Rothschild Holding
Switzerland
$576K
WC
536
Whitney & Co
New York
$576K
TPW
537
Tiller Private Wealth
Pennsylvania
$567K
Northern Trust
538
Northern Trust
Illinois
$562K
MA
539
MONECO Advisors
Connecticut
$561K
First Manhattan
540
First Manhattan
New York
$560K
WWM
541
Western Wealth Management
Colorado
$557K
VWA
542
VERITY Wealth Advisors
United States
$554K
TWP
543
Tempus Wealth Planning
California
$549K
PCFFS
544
Pacific Center for Financial Services
California
$549K
SCA
545
STALEY CAPITAL ADVISERS
Pennsylvania
$542K
TAFW
546
Tred Avon Family Wealth
Maryland
$540K
DWM
547
Diversify Wealth Management
Utah
$540K
WBG
548
Wharton Business Group
Pennsylvania
$537K
MSFS
549
Main Street Financial Solutions
Pennsylvania
$536K
TSS
550
Two Sigma Securities
New York
$535K