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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
UFA
551
Unify Financial Advisors
Florida
$534K
AWA
552
Arete Wealth Advisors
Illinois
$534K
JSL
553
JT Stratford LLC
Georgia
$533K
CAL
554
Capital Advisors Ltd
Ohio
$530K
TA
555
TPG Advisors
Illinois
$528K
NW
556
NewEdge Wealth
Pennsylvania
$527K
SWP
557
Summit Wealth Partners
Florida
$518K
Tudor Investment Corp
558
Tudor Investment Corp
Connecticut
$516K
PMA
559
Prudent Man Advisors
Illinois
$515K
AAP
560
Arax Advisory Partners
Colorado
$512K
SWM
561
SeaCrest Wealth Management
New York
$509K
WJA
562
Willis Johnson & Associates
Texas
$505K
CFS
563
CRA Financial Services
New Jersey
$504K
BFA
564
Bragg Financial Advisors
North Carolina
$498K
BHWM
565
Bar Harbor Wealth Management
New Hampshire
$498K
KFGK
566
Keystone Financial Group (Kentucky)
Kentucky
$497K
AMBIA
567
Allen Mooney & Barnes Investment Advisors
Georgia
$496K
BCA
568
Bay Colony Advisors
Massachusetts
$495K
NCM
569
Novare Capital Management
North Carolina
$495K
CA
570
Clearstead Advisors
Ohio
$493K
Bank of Nova Scotia
571
Bank of Nova Scotia
Ontario, Canada
$492K
IA
572
Integrity Alliance
Iowa
$490K
SAW
573
Signal Advisors Wealth
Michigan
$490K
DCM
574
Delta Capital Management
New Jersey
$489K
EI
575
EFG International
$487K