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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
MIM
701
Merrion Investment Management
New Jersey
$310K
CFC
702
Coyle Financial Counsel
Illinois
$310K
PMWMG
703
Parr McKnight Wealth Management Group
Minnesota
$310K
Mirae Asset Global Investments
704
Mirae Asset Global Investments
South Korea
$309K
VFA
705
Valeo Financial Advisors
Indiana
$309K
SCI
706
Stableford Capital II
Arizona
$306K
CA
707
Continuum Advisory
Idaho
$306K
TCM
708
Traub Capital Management
Massachusetts
$303K
RMAM
709
Raab & Moskowitz Asset Management
New Jersey
$302K
MA
710
Montag & Associates
Georgia
$301K
FMC
711
First Merchants Corp
Indiana
$300K
CGA
712
Crescent Grove Advisors
Illinois
$299K
GEA
713
Glen Eagle Advisors
New Jersey
$296K
HPWM
714
High Point Wealth Management
New Jersey
$296K
CAP
715
Columbia Advisory Partners
Washington
$295K
Betterment LLC
716
Betterment LLC
New York
$295K
WSC
717
Wellington Shields & Co
New York
$295K
GG
718
GenWealth Group
New Jersey
$294K
SFS
719
Sowell Financial Services
Arkansas
$293K
SIC
720
Salem Investment Counselors
North Carolina
$293K
AAS
721
Ameritas Advisory Services
Nebraska
$288K
AA
722
Ancora Advisors
Ohio
$286K
IWP
723
Insight Wealth Partners
Texas
$284K
AOWM
724
Asset One Wealth Management
Washington
$283K
PWM
725
Proathlete Wealth Management
Florida
$282K