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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
WAG
776
Winthrop Advisory Group
Massachusetts
$241K
SEIA
777
Signature Estate & Investment Advisors
California
$240K +$242K +7,761 New
VA
778
VestGen Advisors
Illinois
$240K +$4.92K +158 +2%
CCM
779
CFO Capital Management
Connecticut
$240K +$242K +7,755 New
BB
780
Bell Bank
North Dakota
$238K
FLPIM
781
F.L. Putnam Investment Management
Massachusetts
$237K -$28.4K -912 -11%
NIWA
782
New Insight Wealth Advisors
California
$237K
WMA
783
Wealth Management Associates
New Jersey
$237K
MFG
784
Midwest Financial Group
Kansas
$237K
CP
785
Cumberland Partners
Ontario, Canada
$236K +$4.05K +130 +2%
CWM
786
C2C Wealth Management
Arizona
$235K
FNWM
787
Financial Network Wealth Management
Utah
$232K -$343 -11 -0.1%
HAG
788
HF Advisory Group
Maryland
$231K +$6.7K +215 +3%
AWP
789
Axis Wealth Partners
Rhode Island
$230K -$1.31K -42 -0.6%
GA
790
GFS Advisors
Texas
$229K +$6.23K +200 +3%
RA
791
Ransom Advisory
Rhode Island
$229K +$230K +7,400 New
MIM
792
Moseley Investment Management
Florida
$229K -$30.1K -965 -12%
LA
793
Latitude Advisors
Florida
$228K +$28.2K +904 +14%
A
794
Argentarii
Ohio
$227K +$229K +7,340 New
WA
795
Wealthstar Advisors
Texas
$227K -$1.37K -44 -0.6%
AA
796
Alesco Advisors
New York
$227K
LWANC
797
Laurel Wealth Advisors (North Carolina)
North Carolina
$226K +$227K +7,290 New
SP
798
Symmetry Partners
Connecticut
$226K -$60.3K -1,935 -21%
HW
799
Hancock Whitney
Mississippi
$225K -$75.8K -2,434 -25%
CCAL
800
City Center Advisors LLC
Michigan
$224K -$109K -3,514 -33%