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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
JP Morgan Chase
626
JP Morgan Chase
New York
$417K +$83.2K +2,670 +25%
PEA
627
Park Edge Advisors
Ohio
$412K +$5.54K +178 +1%
OCM
628
Objective Capital Management
Ohio
$408K -$9.56K -307 -2%
CIBC World Market
629
CIBC World Market
Ontario, Canada
$407K -$165K -5,301 -29%
VAG
630
VisionPoint Advisory Group
Texas
$406K +$10.2K +327 +3%
MCA
631
Magnolia Capital Advisors
Mississippi
$403K -$716 -23 -0.2%
LWM
632
LJI Wealth Management
Indiana
$402K
WDG
633
Wealth Dimensions Group
Ohio
$400K +$22.5K +723 +6%
HCP
634
Hexagon Capital Partners
Arkansas
$400K -$2.4K -77 -0.6%
STA
635
Summit Trail Advisors
New York
$399K +$156K +5,000 +63%
ACP
636
Argyle Capital Partners
California
$399K -$184K -5,900 -31%
MWM
637
MGB Wealth Management
Texas
$395K -$6.38K -205 -2%
FNBT
638
FineMark National Bank & Trust
Florida
$395K -$53.7K -1,725 -12%
FNT
639
First Nebraska Trust
Nebraska
$394K +$21.7K +696 +6%
RCA
640
Ranch Capital Advisors
Florida
$392K +$6.35K +204 +2%
SMC
641
Smith, Moore & Co
Missouri
$391K +$716 +23 +0.2%
CFB
642
Cullen/Frost Bankers
Texas
$390K +$55.2K +1,772 +16%
PMSA
643
Patrick M. Sweeney & Associates
Illinois
$389K +$10.4K +335 +3%
PJSIMP
644
P.J. Schmidt Investment Management (PJS)
Wisconsin
$389K
DWA
645
Douglass Winthrop Advisors
New York
$387K
Financial Engines Advisors
646
Financial Engines Advisors
California
$386K +$119K +3,811 +44%
LWPC
647
Legacy Wealth Partners (Colorado)
Colorado
$386K +$388K +12,471 New
KV
648
Kickstand Ventures
New York
$385K +$17.8K +571 +5%
SW
649
Simplicity Wealth
New Jersey
$384K -$471K -15,121 -55%
CCG
650
Coastwise Capital Group
California
$384K +$43K +1,380 +13%