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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
AFP
601
Ausdal Financial Partners
Iowa
$444K -$20.6K -660 -4%
CWP
602
Cyndeo Wealth Partners
Florida
$443K -$841 -27 -0.2%
CAWM
603
Capital Advisors Wealth Management
Washington
$442K -$260K -8,337 -37%
EA
604
Eclectic Associates
California
$442K +$22.8K +731 +5%
VA
605
Valmark Advisers
Ohio
$440K -$62.8K -2,017 -12%
KA
606
Klingman & Associates
New York
$440K
IW
607
Instrumental Wealth
Florida
$439K +$8.91K +286 +2%
NGA
608
Naples Global Advisors
Florida
$438K +$232K +7,465 +112%
PWP
609
Principle Wealth Partners
Connecticut
$438K -$623 -20 -0.1%
VHAM
610
Van Hulzen Asset Management
California
$438K -$31.6K -1,016 -7%
EWA
611
Evolution Wealth Advisors
Florida
$435K
SWP
612
Strategic Wealth Partners
Ohio
$435K -$23.2K -745 -5%
QCM
613
Quantinno Capital Management
New York
$435K +$164K +5,270 +60%
DA
614
Detalus Advisors
Missouri
$434K
MWPCG
615
Measured Wealth Private Client Group
New Hampshire
$434K +$24.7K +793 +6%
NPT
616
National Philanthropic Trust
Pennsylvania
$433K
HIA
617
Harbor Investment Advisory
Maryland
$433K
AIS
618
AM Investment Strategies
Tennessee
$431K +$4.14K +133 +1%
PWP
619
Perfromance Wealth Partners
Illinois
$430K -$24.9K -800 -5%
RWM
620
Rialto Wealth Management
New York
$426K +$8.16K +262 +2%
PAMG
621
Patton Albertson Miller Group
Tennessee
$424K
AA
622
AlphaCentric Advisors
Puerto Rico
$424K +$426K +13,689 New
BAM
623
Banta Asset Management
California
$421K +$423K +13,590 New
KWA
624
Kingswood Wealth Advisors
California
$420K +$17.1K +549 +4%
GCM
625
Gallacher Capital Management
Colorado
$419K +$421K +13,534 New