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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
12.23%
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
BLC
851
Brown, Lisle/Cummings
Rhode Island
$145K -$23.7K -762 -14%
MA
852
MCF Advisors
Kentucky
$144K
Kayne Anderson Rudnick Investment Management
853
Kayne Anderson Rudnick Investment Management
California
$143K
NL
854
NVWM LLC
Pennsylvania
$139K
CI
855
CX Institutional
Indiana
$135K -$427K -13,704 -76%
MWA
856
Medallion Wealth Advisors
Connecticut
$130K +$2.4K +77 +2%
CTWM
857
Cherry Tree Wealth Management
Minnesota
$123K -$126K -4,046 -50%
LFASL
858
Lugano Financial Advisors SA (LFA)
Switzerland
$123K +$103K +3,319 +518%
SAM
859
Smartleaf Asset Management
Massachusetts
$118K +$118K +3,777 +47,213%
USB
860
Union Savings Bank
Connecticut
$110K +$110K +3,539 New
HPIA
861
Hamilton Point Investment Advisors
North Carolina
$107K +$108K +3,464 New
BTD
862
BankPlus Trust Department
Mississippi
$92.9K
S
863
SignatureFD
Georgia
$92K
AFG
864
Albion Financial Group
Utah
$91.3K
NSG
865
Nalls Sherbakoff Group
Tennessee
$88.7K
VWM
866
Vermillion Wealth Management
Minnesota
$88.6K -$6.29K -202 -7%
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$86K -$247K -7,945 -74%
LWM
868
Lodestone Wealth Management
Washington
$85K +$85.5K +2,745 New
ECA
869
Elevated Capital Advisors
Utah
$84.8K +$85.3K +2,739 New
VNIM
870
Vaughan Nelson Investment Management
Texas
$84.7K +$85.2K +2,735 New
PP
871
Pacifica Partners
Canada
$84.7K +$5.76K +185 +7%
WB
872
Webster Bank
Connecticut
$80.6K -$38.9K -1,250 -32%
PW
873
Pandora Wealth
Illinois
$77.4K
CFD
874
Creative Financial Designs
Indiana
$76.5K
WIM
875
Westside Investment Management
California
$76.1K