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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
SBH
651
Segall Bryant & Hamill
Illinois
$375K
MWM
652
Modera Wealth Management
New Jersey
$374K
FHC
653
First Heartland Consultants
Missouri
$374K
LSIA
654
LaSalle St. Investment Advisors
Illinois
$373K
CCP
655
Cunning Capital Partners
North Carolina
$372K
AWM
656
Austin Wealth Management
Texas
$372K
GWSG
657
GPS Wealth Strategies Group
Colorado
$371K
WHC
658
Wulff, Hansen & Co
California
$365K
EIP
659
Easterly Investment Partners
Massachusetts
$365K
Fidelity Investments
660
Fidelity Investments
Massachusetts
$360K
ANC
661
Ames National Corp
Iowa
$360K
AWM
662
Avior Wealth Management
Nebraska
$359K
NAS
663
NWF Advisory Services
California
$358K
TCM
664
TD Capital Management
Tennessee
$358K
IP
665
Indivisible Partners
Florida
$357K
PCA
666
Pallas Capital Advisors
Massachusetts
$353K
DW
667
Dodds Wealth
Colorado
$351K
AFS
668
AFG Fiduciary Services
Massachusetts
$348K
TAM
669
Titleist Asset Management
Texas
$348K
AFG
670
Atomi Financial Group
New York
$347K
HP
671
Haven Private
Florida
$347K
BF
672
BOK Financial
Oklahoma
$344K
TWC
673
TD Waterhouse Canada
Ontario, Canada
$344K
SSW
674
Stone Summit Wealth
Florida
$344K
IA
675
Inspire Advisors
Idaho
$342K