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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
AFS
676
AFG Fiduciary Services
Massachusetts
$348K +$6.13K +197 +2%
TAM
677
Titleist Asset Management
Texas
$348K +$20.6K +660 +6%
AFG
678
Atomi Financial Group
New York
$347K +$31.9K +1,023 +10%
HP
679
Haven Private
Florida
$347K
BF
680
BOK Financial
Oklahoma
$344K -$62.3K -2,000 -15%
TWC
681
TD Waterhouse Canada
Ontario, Canada
$344K
SSW
682
Stone Summit Wealth
Florida
$344K -$317K -10,180 -48%
IA
683
Inspire Advisors
Idaho
$342K +$24.7K +792 +8%
LIA
684
LBMC Investment Advisors
Tennessee
$341K -$35.4K -1,136 -9%
NFG
685
Norris Financial Group
South Carolina
$341K
GVAG
686
Great Valley Advisor Group
Delaware
$337K -$143K -4,579 -30%
TA
687
TrueWealth Advisors
Alabama
$335K -$182K -5,846 -35%
CTC
688
Central Trust Company
Missouri
$333K -$38.6K -1,241 -10%
SW
689
SkyOak Wealth
Michigan
$333K -$65.5K -2,102 -16%
BC
690
Burney Company
Virginia
$331K -$39.6K -1,272 -11%
SAM
691
Sawgrass Asset Management
Florida
$331K -$160K -5,140 -32%
RF
692
Robbins Farley
New Hampshire
$331K +$251K +8,073 +310%
FT
693
Fiduciary Trust
Massachusetts
$330K
MWM
694
Mission Wealth Management
California
$330K -$139K -4,473 -30%
AWM
695
Avaii Wealth Management
Wisconsin
$329K +$11K +352 +3%
EIA
696
Edgemoor Investment Advisors
Maryland
$328K -$5.76K -185 -2%
WA
697
Westfuller Advisors
New York
$327K -$47.6K -1,529 -13%
SI
698
Stirlingshire Investments
New York
$327K +$329K +10,574 New
FA
699
Flagstar Advisors
New York
$327K +$48.4K +1,555 +17%
SWA
700
SFMG Wealth Advisors
Texas
$325K +$14.5K +467 +5%