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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
CWM
776
C2C Wealth Management
Arizona
$235K
FNWM
777
Financial Network Wealth Management
Utah
$232K
HAG
778
HF Advisory Group
Maryland
$231K
AWP
779
Axis Wealth Partners
Rhode Island
$230K
GA
780
GFS Advisors
Texas
$229K
RA
781
Ransom Advisory
Rhode Island
$229K
MIM
782
Moseley Investment Management
Florida
$229K
LA
783
Latitude Advisors
Florida
$228K
A
784
Argentarii
Ohio
$227K
WA
785
Wealthstar Advisors
Texas
$227K
AA
786
Alesco Advisors
New York
$227K
LWANC
787
Laurel Wealth Advisors (North Carolina)
North Carolina
$226K
SP
788
Symmetry Partners
Connecticut
$226K
HW
789
Hancock Whitney
Mississippi
$225K
CCAL
790
City Center Advisors LLC
Michigan
$224K
LCM
791
Lazari Capital Management
California
$222K
JAG
792
Journey Advisory Group
Kentucky
$221K
BC
793
Barrett & Company
Rhode Island
$221K
AWS
794
Arkfeld Wealth Strategies
Nebraska
$220K
FPAS
795
Focus Partners Advisor Solutions
Missouri
$220K
FWM
796
Finer Wealth Management
Massachusetts
$219K
PFL
797
Prota Financial, LLC
Texas
$218K
SMH
798
Sanders Morris Harris
Texas
$218K
ST
799
Smithfield Trust
Pennsylvania
$217K
TCA
800
Transcend Capital Advisors
New Jersey
$216K