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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
RRWA
726
Rainey & Randall Wealth Advisors
Florida
$282K
FSA
727
Fort Sheridan Advisors
Illinois
$281K
AF
728
Apollon Financial
South Carolina
$279K
QFA
729
Quantum Financial Advisors
California
$279K
SAM
730
Synergy Asset Management
Washington
$278K
MSCM
731
McElhenny Sheffield Capital Management
Texas
$276K
WCG
732
Weaver Consulting Group
California
$275K
MGIA
733
Moneta Group Investment Advisors
Missouri
$274K
NG
734
Norden Group
Utah
$274K
TWA
735
TCI Wealth Advisors
Arizona
$273K
CG
736
CFO4Life Group
Texas
$273K
BWP
737
Balboa Wealth Partners
Arizona
$273K
MA
738
MKT Advisors
California
$273K
JIC
739
Joel Isaacson & Co
New York
$271K
RWA
740
Reicon Wealth Advisors
Georgia
$270K
PCA
741
Prosperity Capital Advisors
Ohio
$270K
CPA
742
Capital Performance Advisors
California
$270K
1WA
743
180 Wealth Advisors
Washington
$270K
ONST
744
Old North State Trust
North Carolina
$267K
JHCP
745
Jackson Hole Capital Partners
Oklahoma
$267K
PWM
746
Pines Wealth Management
North Carolina
$265K
LBC
747
Leigh Baldwin & Co
New York
$265K
EGA
748
E&G Advisors
Texas
$263K
Koshinski Asset Management
749
Koshinski Asset Management
Illinois
$262K
MCFP
750
Mallini Complete Financial Planning
Florida
$262K