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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
971
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
CG
726
CFO4Life Group
Texas
$273K
BWP
727
Balboa Wealth Partners
Arizona
$273K
MA
728
MKT Advisors
California
$273K
JIC
729
Joel Isaacson & Co
New York
$271K
RWA
730
Reicon Wealth Advisors
Georgia
$270K
PCA
731
Prosperity Capital Advisors
Ohio
$270K
CPA
732
Capital Performance Advisors
California
$270K
1WA
733
180 Wealth Advisors
Washington
$270K
JHCP
734
Jackson Hole Capital Partners
Oklahoma
$267K
PWM
735
Pines Wealth Management
North Carolina
$265K
LBC
736
Leigh Baldwin & Co
New York
$265K
EGA
737
E&G Advisors
Texas
$263K
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
$262K
MCFP
739
Mallini Complete Financial Planning
Florida
$262K
KWM
740
KFG Wealth Management
Indiana
$261K
SWM
741
Steinberganna Wealth Management
New York
$261K
CFA
742
Camarda Financial Advisors
Florida
$261K
ABC
743
Associated Banc-Corp
Wisconsin
$260K
ISL
744
Ingalls & Snyder LLC
New York
$260K
AP
745
Americana Partners
Texas
$257K
WBCM
746
Wilson & Boucher Capital Management
California
$257K
IAG
747
Investmark Advisory Group
Connecticut
$257K
WE
748
Wealth Effects
Massachusetts
$256K
AF
749
Advisornet Financial
Minnesota
$253K
BCM
750
Brasada Capital Management
Texas
$252K