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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
Bank of Nova Scotia
576
Bank of Nova Scotia
Ontario, Canada
$492K
IA
577
Integrity Alliance
Iowa
$490K -$62.8K -2,015 -11%
SAW
578
Signal Advisors Wealth
Michigan
$490K +$493K +15,822 New
DCM
579
Delta Capital Management
New Jersey
$489K
EI
580
EFG International
$487K +$490K +15,739 New
GT
581
Glenmede Trust
Pennsylvania
$487K +$490K +15,719 New
WTC
582
WhitTier Trust Company
Nevada
$485K -$124K -3,997 -21%
BKA
583
Brick & Kyle Associates
Pennsylvania
$483K -$27.3K -877 -5%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$483K -$25.2K -809 -5%
IPA
585
Investment Planning Advisors
Georgia
$483K -$123K -3,948 -20%
E
586
Entelevest
Florida
$482K +$485K +15,576 New
ECM
587
Evergreen Capital Management
Washington
$481K
FF
588
Formulate Financial
Florida
$477K -$30.1K -965 -6%
DWS
589
Dynamic Wealth Strategies
California
$476K -$341K -10,964 -42%
FH
590
FWG Holdings
Florida
$473K +$91.3K +2,932 +24%
OCM
591
One Capital Management
California
$472K -$10.3K -332 -2%
KJWM
592
Kiley Juergens Wealth Management
Washington
$469K +$156K +5,000 +49%
HH
593
Hilltop Holdings
Texas
$465K -$1.33M -42,577 -74%
IWC
594
Integrated Wealth Concepts
Massachusetts
$465K -$1.07M -34,391 -70%
BBL
595
Beck Bode LLC
Massachusetts
$464K -$4.08K -131 -0.9%
CKAIS
596
Christensen King & Associates Investment Services
Washington
$463K -$1.84K -59 -0.4%
SCM
597
Sage Capital Management
New Jersey
$460K -$81.2K -2,606 -15%
UB
598
UMB Bank
Missouri
$456K +$12.5K +400 +3%
SM
599
Sweeney & Michel
California
$453K +$6.13K +197 +1%
BCM
600
Boreal Capital Management
Florida
$452K -$1.14M -36,511 -71%