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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
WDG
626
Wealth Dimensions Group
Ohio
$400K
HCP
627
Hexagon Capital Partners
Arkansas
$400K
STA
628
Summit Trail Advisors
New York
$399K
ACP
629
Argyle Capital Partners
California
$399K
MWM
630
MGB Wealth Management
Texas
$395K
FNBT
631
FineMark National Bank & Trust
Florida
$395K
RCA
632
Ranch Capital Advisors
Florida
$392K
SMC
633
Smith, Moore & Co
Missouri
$391K
CFB
634
Cullen/Frost Bankers
Texas
$390K
PMSA
635
Patrick M. Sweeney & Associates
Illinois
$389K
PJSIMP
636
P.J. Schmidt Investment Management (PJS)
Wisconsin
$389K
DWA
637
Douglass Winthrop Advisors
New York
$387K
Financial Engines Advisors
638
Financial Engines Advisors
California
$386K
LWPC
639
Legacy Wealth Partners (Colorado)
Colorado
$386K
KV
640
Kickstand Ventures
New York
$385K
SW
641
Simplicity Wealth
New Jersey
$384K
CCG
642
Coastwise Capital Group
California
$384K
BFG
643
Beacon Financial Group
Texas
$382K
UBV
644
United Bank (Virginia)
Virginia
$381K
RFA
645
Register Financial Advisors
Georgia
$381K
PP
646
Patten & Patten
Tennessee
$379K
FNBOO
647
First National Bank of Omaha
Nebraska
$379K
PBF
648
Petix & Botte Financial
California
$377K
M&T Bank
649
M&T Bank
New York
$377K
TA
650
TFB Advisors
Kansas
$377K