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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
KF
826
Krilogy Financial
Missouri
$200K
JFGIW
827
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K
KFI
828
Key Financial Inc
Pennsylvania
$193K
GFA
829
Godfrey Financial Associates
New York
$192K
JEST
830
JTC Employer Solutions Trustee
Jersey
$192K
FHC
831
First Horizon Corporation
Tennessee
$191K
WP
832
WealthShield Partners
North Carolina
$190K
CT
833
Colonial Trust
South Carolina
$186K
NEAM
834
New England Asset Management
Connecticut
$186K
WSCM
835
Wellington Shields Capital Management
New York
$184K
Group One Trading
836
Group One Trading
Illinois
$171K
AWA
837
American Wealth Advisors
Georgia
$161K
MCI
838
MRP Capital Investments
Georgia
$147K
ACA
839
Aptus Capital Advisors
Alabama
$147K
BLC
840
Brown, Lisle/Cummings
Rhode Island
$145K
MA
841
MCF Advisors
Kentucky
$144K
Kayne Anderson Rudnick Investment Management
842
Kayne Anderson Rudnick Investment Management
California
$143K
NL
843
NVWM LLC
Pennsylvania
$139K
CI
844
CX Institutional
Indiana
$135K
CTWM
845
Cherry Tree Wealth Management
Minnesota
$123K
LFASL
846
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
SAM
847
Smartleaf Asset Management
Massachusetts
$118K
USB
848
Union Savings Bank
Connecticut
$110K
HPIA
849
Hamilton Point Investment Advisors
North Carolina
$107K
BTD
850
BankPlus Trust Department
Mississippi
$92.9K