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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
RIA
826
Rhodes Investment Advisors
Texas
$207K +$208K +6,675 New
PRP
827
Peak Retirement Planning
Ohio
$206K +$207K +6,653 New
PWM
828
Peak Wealth Management
New Hampshire
$206K +$207K +6,652 New
VVP
829
Venture Visionary Partners
Ohio
$206K +$207K +6,651 New
KWS
830
Keystone Wealth Services
California
$206K -$72.6K -2,330 -26%
CAMG
831
CWA Asset Management Group
Florida
$206K -$66.9K -2,149 -24%
CPSC
832
Carl P. Sherr & Co
Massachusetts
$206K
MCA
833
Millennium Capital Advisors
Arkansas
$205K
CC
834
Clearwave Capital
California
$204K +$205K +6,594 New
HA
835
Hegarty Advisors
New York
$204K +$205K +6,586 New
VCA
836
Verdence Capital Advisors
Maryland
$203K
KF
837
Krilogy Financial
Missouri
$200K +$196K +6,285 New
JFGIW
838
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K
KFI
839
Key Financial Inc
Pennsylvania
$193K -$28.5K -916 -13%
GFA
840
Godfrey Financial Associates
New York
$192K +$194K +6,217 New
JEST
841
JTC Employer Solutions Trustee
Jersey
$192K
FHC
842
First Horizon Corporation
Tennessee
$191K -$43.6K -1,401 -18%
WP
843
WealthShield Partners
North Carolina
$190K +$1.53K +49 +0.8%
CT
844
Colonial Trust
South Carolina
$186K -$23.1K -743 -11%
NEAM
845
New England Asset Management
Connecticut
$186K
WSCM
846
Wellington Shields Capital Management
New York
$184K +$374 +12 +0.2%
Group One Trading
847
Group One Trading
Illinois
$171K -$126K -4,052 -42%
AWA
848
American Wealth Advisors
Georgia
$161K +$2.99K +96 +2%
MCI
849
MRP Capital Investments
Georgia
$147K -$8.56K -275 -5%
ACA
850
Aptus Capital Advisors
Alabama
$147K -$128K -4,103 -46%