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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
TAFW
551
Tred Avon Family Wealth
Maryland
$540K
DWM
552
Diversify Wealth Management
Utah
$540K -$77.5K -2,488 -13%
WBG
553
Wharton Business Group
Pennsylvania
$537K
MSFS
554
Main Street Financial Solutions
Pennsylvania
$536K -$144K -4,629 -21%
TSS
555
Two Sigma Securities
New York
$535K -$327K -10,502 -38%
UFA
556
Unify Financial Advisors
Florida
$534K +$537K +17,256 New
AWA
557
Arete Wealth Advisors
Illinois
$534K -$13.5K -432 -2%
JSL
558
JT Stratford LLC
Georgia
$533K -$2.94M -94,346 -85%
CAL
559
Capital Advisors Ltd
Ohio
$530K -$89.4K -2,870 -14%
TA
560
TPG Advisors
Illinois
$528K +$142K +4,546 +36%
NW
561
NewEdge Wealth
Pennsylvania
$527K +$45K +1,445 +9%
SWP
562
Summit Wealth Partners
Florida
$518K -$43K -1,382 -8%
Tudor Investment Corp
563
Tudor Investment Corp
Connecticut
$516K -$85K -2,731 -14%
PMA
564
Prudent Man Advisors
Illinois
$515K +$12.5K +400 +2%
AAP
565
Arax Advisory Partners
Colorado
$512K +$515K +16,532 New
SWM
566
SeaCrest Wealth Management
New York
$509K +$43.8K +1,407 +10%
WJA
567
Willis Johnson & Associates
Texas
$505K +$9.62K +309 +2%
CFS
568
CRA Financial Services
New Jersey
$504K +$51K +1,639 +11%
BFA
569
Bragg Financial Advisors
North Carolina
$498K
BHWM
570
Bar Harbor Wealth Management
New Hampshire
$498K +$59.8K +1,919 +14%
KFGK
571
Keystone Financial Group (Kentucky)
Kentucky
$497K -$53.6K -1,722 -10%
AMBIA
572
Allen Mooney & Barnes Investment Advisors
Georgia
$496K +$5.11K +164 +1%
BCA
573
Bay Colony Advisors
Massachusetts
$495K -$47.3K -1,519 -9%
NCM
574
Novare Capital Management
North Carolina
$495K +$498K +15,987 New
CA
575
Clearstead Advisors
Ohio
$493K +$396K +12,728 +399%