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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
CFB
626
Cullen/Frost Bankers
Texas
$390K
PMSA
627
Patrick M. Sweeney & Associates
Illinois
$389K
PJSIMP
628
P.J. Schmidt Investment Management (PJS)
Wisconsin
$389K
DWA
629
Douglass Winthrop Advisors
New York
$387K
Financial Engines Advisors
630
Financial Engines Advisors
California
$386K
LWPC
631
Legacy Wealth Partners (Colorado)
Colorado
$386K
KV
632
Kickstand Ventures
New York
$385K
SW
633
Simplicity Wealth
New Jersey
$384K
CCG
634
Coastwise Capital Group
California
$384K
UBV
635
United Bank (Virginia)
Virginia
$381K
RFA
636
Register Financial Advisors
Georgia
$381K
PP
637
Patten & Patten
Tennessee
$379K
FNBOO
638
First National Bank of Omaha
Nebraska
$379K
PBF
639
Petix & Botte Financial
California
$377K
M&T Bank
640
M&T Bank
New York
$377K
TA
641
TFB Advisors
Kansas
$377K
SBH
642
Segall Bryant & Hamill
Illinois
$375K
MWM
643
Modera Wealth Management
New Jersey
$374K
FHC
644
First Heartland Consultants
Missouri
$374K
LSIA
645
LaSalle St. Investment Advisors
Illinois
$373K
CCP
646
Cunning Capital Partners
North Carolina
$372K
AWM
647
Austin Wealth Management
Texas
$372K
GWSG
648
GPS Wealth Strategies Group
Colorado
$371K
WHC
649
Wulff, Hansen & Co
California
$365K
EIP
650
Easterly Investment Partners
Massachusetts
$365K