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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
KWM
751
KFG Wealth Management
Indiana
$261K
SWM
752
Steinberganna Wealth Management
New York
$261K
CFA
753
Camarda Financial Advisors
Florida
$261K
ABC
754
Associated Banc-Corp
Wisconsin
$260K
ISL
755
Ingalls & Snyder LLC
New York
$260K
AP
756
Americana Partners
Texas
$257K
WBCM
757
Wilson & Boucher Capital Management
California
$257K
IAG
758
Investmark Advisory Group
Connecticut
$257K
WE
759
Wealth Effects
Massachusetts
$256K
AF
760
Advisornet Financial
Minnesota
$253K
BCM
761
Brasada Capital Management
Texas
$252K
DWT
762
Dorsey & Whitney Trust
South Dakota
$248K
FCA
763
Fortis Capital Advisors
Kansas
$246K
MP
764
McDonald Partners
Ohio
$246K
Fisher Asset Management
765
Fisher Asset Management
Washington
$245K
WAG
766
Winthrop Advisory Group
Massachusetts
$241K
SEIA
767
Signature Estate & Investment Advisors
California
$240K
VA
768
VestGen Advisors
Illinois
$240K
CCM
769
CFO Capital Management
Connecticut
$240K
BB
770
Bell Bank
North Dakota
$238K
FLPIM
771
F.L. Putnam Investment Management
Massachusetts
$237K
NIWA
772
New Insight Wealth Advisors
California
$237K
WMA
773
Wealth Management Associates
New Jersey
$237K
MFG
774
Midwest Financial Group
Kansas
$237K
CP
775
Cumberland Partners
Ontario, Canada
$236K