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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
GI
801
GAMMA Investing
California
$207K
PRP
802
Peak Retirement Planning
Ohio
$206K
PWM
803
Peak Wealth Management
New Hampshire
$206K
VVP
804
Venture Visionary Partners
Ohio
$206K
KWS
805
Keystone Wealth Services
California
$206K
CAMG
806
CWA Asset Management Group
Florida
$206K
CPSC
807
Carl P. Sherr & Co
Massachusetts
$206K
MCA
808
Millennium Capital Advisors
Arkansas
$205K
HA
809
Hegarty Advisors
New York
$204K
VCA
810
Verdence Capital Advisors
Maryland
$203K
KF
811
Krilogy Financial
Missouri
$200K
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K
KFI
813
Key Financial Inc
Pennsylvania
$193K
GFA
814
Godfrey Financial Associates
New York
$192K
JEST
815
JTC Employer Solutions Trustee
Jersey
$192K
FHC
816
First Horizon Corporation
Tennessee
$191K
WP
817
WealthShield Partners
North Carolina
$190K
CT
818
Colonial Trust
South Carolina
$186K
NEAM
819
New England Asset Management
Connecticut
$186K
WSCM
820
Wellington Shields Capital Management
New York
$184K
Group One Trading
821
Group One Trading
Illinois
$171K
AWA
822
American Wealth Advisors
Georgia
$161K
MCI
823
MRP Capital Investments
Georgia
$147K
ACA
824
Aptus Capital Advisors
Alabama
$147K
BLC
825
Brown, Lisle/Cummings
Rhode Island
$145K