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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
FFS
701
Founders Financial Securities
Maryland
$321K +$323K +10,356 New
AMG
702
Advisors Management Group
Wisconsin
$317K -$40K -1,284 -11%
SAI
703
Savvy Advisors Inc
New York
$317K +$319K +10,238 New
CCG
704
Cypress Capital Group
Florida
$315K +$10.1K +325 +3%
SIS
705
Sound Income Strategies
Florida
$315K +$12.5K +402 +4%
SAM
706
Seelaus Asset Management
New Jersey
$313K +$20.1K +646 +7%
IF
707
Ironwood Financial
Arizona
$313K -$5.33K -171 -2%
PMG
708
ProVise Management Group
Florida
$311K
GI
709
GLOBALT Investments
Georgia
$310K -$11.6K -373 -4%
CFC
710
Coyle Financial Counsel
Illinois
$310K
MIM
711
Merrion Investment Management
New Jersey
$310K
PMWMG
712
Parr McKnight Wealth Management Group
Minnesota
$310K
Mirae Asset Global Investments
713
Mirae Asset Global Investments
South Korea
$309K -$7.75K -249 -2%
VFA
714
Valeo Financial Advisors
Indiana
$309K -$7.82K -251 -2%
SCI
715
Stableford Capital II
Arizona
$306K -$53.8K -1,729 -15%
CA
716
Continuum Advisory
Idaho
$306K -$86.6K -2,780 -22%
TCM
717
Traub Capital Management
Massachusetts
$303K -$6.23K -200 -2%
RMAM
718
Raab & Moskowitz Asset Management
New Jersey
$302K -$125K -4,029 -29%
MA
719
Montag & Associates
Georgia
$301K -$132K -4,227 -30%
FMC
720
First Merchants Corp
Indiana
$300K +$302K +9,705 New
CGA
721
Crescent Grove Advisors
Illinois
$299K +$26.7K +856 +10%
GEA
722
Glen Eagle Advisors
New Jersey
$296K -$47.6K -1,530 -14%
HPWM
723
High Point Wealth Management
New Jersey
$296K +$298K +9,558 New
CAP
724
Columbia Advisory Partners
Washington
$295K -$3.49K -112 -1%
Betterment LLC
725
Betterment LLC
New York
$295K -$7.57K -243 -2%