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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
971
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
MWPCG
601
Measured Wealth Private Client Group
New Hampshire
$434K
HIA
602
Harbor Investment Advisory
Maryland
$433K
AIS
603
AM Investment Strategies
Tennessee
$431K
PWP
604
Perfromance Wealth Partners
Illinois
$430K
RWM
605
Rialto Wealth Management
New York
$426K
PAMG
606
Patton Albertson Miller Group
Tennessee
$424K
AA
607
AlphaCentric Advisors
Puerto Rico
$424K
BAM
608
Banta Asset Management
California
$421K
KWA
609
Kingswood Wealth Advisors
California
$420K
GCM
610
Gallacher Capital Management
Colorado
$419K
JP Morgan Chase
611
JP Morgan Chase
New York
$417K
PEA
612
Park Edge Advisors
Ohio
$412K
OCM
613
Objective Capital Management
Ohio
$408K
CIBC World Market
614
CIBC World Market
Ontario, Canada
$407K
VAG
615
VisionPoint Advisory Group
Texas
$406K
MCA
616
Magnolia Capital Advisors
Mississippi
$403K
LWM
617
LJI Wealth Management
Indiana
$402K
WDG
618
Wealth Dimensions Group
Ohio
$400K
HCP
619
Hexagon Capital Partners
Arkansas
$400K
STA
620
Summit Trail Advisors
New York
$399K
ACP
621
Argyle Capital Partners
California
$399K
MWM
622
MGB Wealth Management
Texas
$395K
FNBT
623
FineMark National Bank & Trust
Florida
$395K
RCA
624
Ranch Capital Advisors
Florida
$392K
SMC
625
Smith, Moore & Co
Missouri
$391K