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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
DWT
751
Dorsey & Whitney Trust
South Dakota
$248K
FCA
752
Fortis Capital Advisors
Kansas
$246K
MP
753
McDonald Partners
Ohio
$246K
Fisher Asset Management
754
Fisher Asset Management
Washington
$245K
WAG
755
Winthrop Advisory Group
Massachusetts
$241K
SEIA
756
Signature Estate & Investment Advisors
California
$240K
VA
757
VestGen Advisors
Illinois
$240K
BB
758
Bell Bank
North Dakota
$238K
FLPIM
759
F.L. Putnam Investment Management
Massachusetts
$237K
NIWA
760
New Insight Wealth Advisors
California
$237K
WMA
761
Wealth Management Associates
New Jersey
$237K
MFG
762
Midwest Financial Group
Kansas
$237K
CP
763
Cumberland Partners
Ontario, Canada
$236K
CWM
764
C2C Wealth Management
Arizona
$235K
FNWM
765
Financial Network Wealth Management
Utah
$232K
HAG
766
HF Advisory Group
Maryland
$231K
AWP
767
Axis Wealth Partners
Rhode Island
$230K
GA
768
GFS Advisors
Texas
$229K
RA
769
Ransom Advisory
Rhode Island
$229K
MIM
770
Moseley Investment Management
Florida
$229K
LA
771
Latitude Advisors
Florida
$228K
A
772
Argentarii
Ohio
$227K
WA
773
Wealthstar Advisors
Texas
$227K
AA
774
Alesco Advisors
New York
$227K
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$226K