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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
MA
826
MCF Advisors
Kentucky
$144K
Kayne Anderson Rudnick Investment Management
827
Kayne Anderson Rudnick Investment Management
California
$143K
NL
828
NVWM LLC
Pennsylvania
$139K
CI
829
CX Institutional
Indiana
$135K
CTWM
830
Cherry Tree Wealth Management
Minnesota
$123K
LFASL
831
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
SAM
832
Smartleaf Asset Management
Massachusetts
$118K
HPIA
833
Hamilton Point Investment Advisors
North Carolina
$107K
BTD
834
BankPlus Trust Department
Mississippi
$92.9K
S
835
SignatureFD
Georgia
$92K
AFG
836
Albion Financial Group
Utah
$91.3K
VWM
837
Vermillion Wealth Management
Minnesota
$88.6K
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$86K
LWM
839
Lodestone Wealth Management
Washington
$85K
ECA
840
Elevated Capital Advisors
Utah
$84.8K
VNIM
841
Vaughan Nelson Investment Management
Texas
$84.7K
PP
842
Pacifica Partners
Canada
$84.7K
WB
843
Webster Bank
Connecticut
$80.6K
PW
844
Pandora Wealth
Illinois
$77.4K
CFD
845
Creative Financial Designs
Indiana
$76.5K
WIM
846
Westside Investment Management
California
$76.1K
RS
847
Rakuten Securities
Japan
$74.7K
WOSD
848
WFA of San Diego
California
$74.5K
RMC
849
Resources Management Corp
Connecticut
$74K
CPG
850
Cornerstone Planning Group
New Jersey
$73.3K