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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
BFG
651
Beacon Financial Group
Texas
$382K -$3.77K -121 -1%
UBV
652
United Bank (Virginia)
Virginia
$381K
RFA
653
Register Financial Advisors
Georgia
$381K -$20.4K -656 -5%
PP
654
Patten & Patten
Tennessee
$379K -$69.8K -2,241 -15%
FNBOO
655
First National Bank of Omaha
Nebraska
$379K +$380K +12,188 New
PBF
656
Petix & Botte Financial
California
$377K -$41K -1,317 -10%
M&T Bank
657
M&T Bank
New York
$377K +$21.8K +700 +6%
TA
658
TFB Advisors
Kansas
$377K -$11.4K -365 -3%
SBH
659
Segall Bryant & Hamill
Illinois
$375K +$377K +12,102 New
MWM
660
Modera Wealth Management
New Jersey
$374K -$127K -4,088 -25%
FHC
661
First Heartland Consultants
Missouri
$374K +$5.2K +167 +1%
LSIA
662
LaSalle St. Investment Advisors
Illinois
$373K +$53.2K +1,708 +16%
CCP
663
Cunning Capital Partners
North Carolina
$372K +$46.7K +1,500 +14%
AWM
664
Austin Wealth Management
Texas
$372K +$136K +4,373 +59%
GWSG
665
GPS Wealth Strategies Group
Colorado
$371K -$50.5K -1,620 -12%
WHC
666
Wulff, Hansen & Co
California
$365K -$5.92K -190 -2%
EIP
667
Easterly Investment Partners
Massachusetts
$365K
Fidelity Investments
668
Fidelity Investments
Massachusetts
$360K -$7.66K -246 -2%
ANC
669
Ames National Corp
Iowa
$360K -$147K -4,705 -29%
AWM
670
Avior Wealth Management
Nebraska
$359K -$181K -5,810 -33%
NAS
671
NWF Advisory Services
California
$358K +$1.06K +34 +0.3%
TCM
672
TD Capital Management
Tennessee
$358K -$8.04K -258 -2%
IP
673
Indivisible Partners
Florida
$357K +$359K +11,517 New
PCA
674
Pallas Capital Advisors
Massachusetts
$353K
DW
675
Dodds Wealth
Colorado
$351K +$6.51K +209 +2%