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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
Fidelity Investments
651
Fidelity Investments
Massachusetts
$360K
ANC
652
Ames National Corp
Iowa
$360K
AWM
653
Avior Wealth Management
Nebraska
$359K
TCM
654
TD Capital Management
Tennessee
$358K
IP
655
Indivisible Partners
Florida
$357K
PCA
656
Pallas Capital Advisors
Massachusetts
$353K
DW
657
Dodds Wealth
Colorado
$351K
AFS
658
AFG Fiduciary Services
Massachusetts
$348K
TAM
659
Titleist Asset Management
Texas
$348K
AFG
660
Atomi Financial Group
New York
$347K
HP
661
Haven Private
Florida
$347K
BF
662
BOK Financial
Oklahoma
$344K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$344K
SSW
664
Stone Summit Wealth
Florida
$344K
IA
665
Inspire Advisors
Idaho
$342K
LIA
666
LBMC Investment Advisors
Tennessee
$341K
GVAG
667
Great Valley Advisor Group
Delaware
$337K
TA
668
TrueWealth Advisors
Alabama
$335K
CTC
669
Central Trust Company
Missouri
$333K
SW
670
SkyOak Wealth
Michigan
$333K
BC
671
Burney Company
Virginia
$331K
SAM
672
Sawgrass Asset Management
Florida
$331K
RF
673
Robbins Farley
New Hampshire
$331K
FT
674
Fiduciary Trust
Massachusetts
$330K
MWM
675
Mission Wealth Management
California
$330K