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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
KA
601
Klingman & Associates
New York
$440K
IW
602
Instrumental Wealth
Florida
$439K
NGA
603
Naples Global Advisors
Florida
$438K
PWP
604
Principle Wealth Partners
Connecticut
$438K
VHAM
605
Van Hulzen Asset Management
California
$438K
EWA
606
Evolution Wealth Advisors
Florida
$435K
QCM
607
Quantinno Capital Management
New York
$435K
DA
608
Detalus Advisors
Missouri
$434K
MWPCG
609
Measured Wealth Private Client Group
New Hampshire
$434K
HIA
610
Harbor Investment Advisory
Maryland
$433K
AIS
611
AM Investment Strategies
Tennessee
$431K
PWP
612
Perfromance Wealth Partners
Illinois
$430K
RWM
613
Rialto Wealth Management
New York
$426K
PAMG
614
Patton Albertson Miller Group
Tennessee
$424K
AA
615
AlphaCentric Advisors
Puerto Rico
$424K
BAM
616
Banta Asset Management
California
$421K
KWA
617
Kingswood Wealth Advisors
California
$420K
GCM
618
Gallacher Capital Management
Colorado
$419K
JP Morgan Chase
619
JP Morgan Chase
New York
$417K
PEA
620
Park Edge Advisors
Ohio
$412K
OCM
621
Objective Capital Management
Ohio
$408K
CIBC World Market
622
CIBC World Market
Ontario, Canada
$407K
VAG
623
VisionPoint Advisory Group
Texas
$406K
MCA
624
Magnolia Capital Advisors
Mississippi
$403K
LWM
625
LJI Wealth Management
Indiana
$402K