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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
WSC
726
Wellington Shields & Co
New York
$295K +$57.6K +1,850 +24%
GG
727
GenWealth Group
New Jersey
$294K
SFS
728
Sowell Financial Services
Arkansas
$293K -$54.7K -1,756 -16%
SIC
729
Salem Investment Counselors
North Carolina
$293K -$72K -2,312 -20%
AAS
730
Ameritas Advisory Services
Nebraska
$288K -$733K -23,538 -72%
AA
731
Ancora Advisors
Ohio
$286K -$14K -448 -5%
IWP
732
Insight Wealth Partners
Texas
$284K
HAG
733
HighPoint Advisor Group
Illinois
$284K +$286K +9,174 New
AOWM
734
Asset One Wealth Management
Washington
$283K +$280K +8,996 New
PWM
735
Proathlete Wealth Management
Florida
$282K
RRWA
736
Rainey & Randall Wealth Advisors
Florida
$282K +$284K +9,110 New
FSA
737
Fort Sheridan Advisors
Illinois
$281K
AF
738
Apollon Financial
South Carolina
$279K
QFA
739
Quantum Financial Advisors
California
$279K
SAM
740
Synergy Asset Management
Washington
$278K -$511K -16,400 -65%
MSCM
741
McElhenny Sheffield Capital Management
Texas
$276K +$277K +8,905 New
WCG
742
Weaver Consulting Group
California
$275K -$9.34K -300 -3%
MGIA
743
Moneta Group Investment Advisors
Missouri
$274K -$50K -1,604 -15%
NG
744
Norden Group
Utah
$274K
TWA
745
TCI Wealth Advisors
Arizona
$273K -$29.3K -941 -10%
CG
746
CFO4Life Group
Texas
$273K +$3.27K +105 +1%
BWP
747
Balboa Wealth Partners
Arizona
$273K -$10.4K -333 -4%
MA
748
MKT Advisors
California
$273K -$9.34K -300 -3%
JIC
749
Joel Isaacson & Co
New York
$271K -$135K -4,337 -33%
RWA
750
Reicon Wealth Advisors
Georgia
$270K +$272K +8,735 New