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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
PCA
751
Prosperity Capital Advisors
Ohio
$270K +$272K +8,731 New
CPA
752
Capital Performance Advisors
California
$270K +$271K +8,710 New
1WA
753
180 Wealth Advisors
Washington
$270K
ONST
754
Old North State Trust
North Carolina
$267K +$70.3K +2,257 +36%
JHCP
755
Jackson Hole Capital Partners
Oklahoma
$267K
PWM
756
Pines Wealth Management
North Carolina
$265K +$45.3K +1,456 +20%
LBC
757
Leigh Baldwin & Co
New York
$265K -$7.41K -238 -3%
EGA
758
E&G Advisors
Texas
$263K -$18.7K -600 -7%
Koshinski Asset Management
759
Koshinski Asset Management
Illinois
$262K -$16.2K -520 -6%
MCFP
760
Mallini Complete Financial Planning
Florida
$262K
KWM
761
KFG Wealth Management
Indiana
$261K -$49K -1,572 -16%
SWM
762
Steinberganna Wealth Management
New York
$261K +$3.99K +128 +2%
CFA
763
Camarda Financial Advisors
Florida
$261K -$45.7K -1,467 -15%
ABC
764
Associated Banc-Corp
Wisconsin
$260K -$60.8K -1,953 -19%
ISL
765
Ingalls & Snyder LLC
New York
$260K
AP
766
Americana Partners
Texas
$257K -$26.4K -849 -9%
WBCM
767
Wilson & Boucher Capital Management
California
$257K
IAG
768
Investmark Advisory Group
Connecticut
$257K -$25.4K -817 -9%
WE
769
Wealth Effects
Massachusetts
$256K -$51.7K -1,660 -17%
AF
770
Advisornet Financial
Minnesota
$253K -$3.74K -120 -1%
BCM
771
Brasada Capital Management
Texas
$252K +$251K +8,069 New
DWT
772
Dorsey & Whitney Trust
South Dakota
$248K
FCA
773
Fortis Capital Advisors
Kansas
$246K +$248K +7,948 New
MP
774
McDonald Partners
Ohio
$246K
Fisher Asset Management
775
Fisher Asset Management
Washington
$245K +$246K +7,911 New