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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
RS
876
Rakuten Securities
Japan
$74.7K +$28.2K +905 +60%
WOSD
877
WFA of San Diego
California
$74.5K -$9.34K -300 -11%
RMC
878
Resources Management Corp
Connecticut
$74K -$4.2K -135 -5%
CPG
879
Cornerstone Planning Group
New Jersey
$73.3K -$91.2K -2,929 -56%
RPC
880
Rossmore Private Capital
Connecticut
$69.7K
TFGT
881
TS Financial Group (TSFG)
Illinois
$65K +$125 +4 +0.2%
FFA
882
Founders Financial Alliance
North Carolina
$63.8K -$71.9K -2,310 -53%
PCA
883
Providence Capital Advisors
North Carolina
$63.7K -$30.7K -987 -32%
VWM
884
Valley Wealth Managers
New Jersey
$62.3K
B
885
Bayban
Minnesota
$61.9K +$62.3K +2,000 New
LC
886
Luminist Capital
Michigan
$61.1K -$353K -11,336 -85%
PR
887
Payden & Rygel
California
$61K +$60.9K +1,955 New
PK
888
Pflug Koory
Nebraska
$59.6K +$592 +19 +1%
NEWAS
889
N.E.W. Advisory Services
Wisconsin
$58.9K
LC
890
Lavaca Capital
Texas
$58.6K +$58.9K +1,891 New
TWM
891
Topsail Wealth Management
North Carolina
$58K -$27.3K -875 -32%
BOJHT
892
Bank of Jackson Hole Trust
Wyoming
$54.9K +$810 +26 +1%
LFG
893
Larson Financial Group
Missouri
$54.5K
UBS AM
894
UBS AM
Illinois
$52.3K +$52.6K +1,689 New
SHF
895
Safe Harbor Fiduciary
Florida
$49.6K +$49.9K +1,602 New
SWM
896
SHP Wealth Management
Massachusetts
$48.6K +$48.9K +1,570 New
RF
897
Rossby Financial
Florida
$47.6K
FMII
898
Farmers & Merchants Investments Inc
Nebraska
$46.4K
HR
899
Howe & Rusling
New York
$46.1K +$16.5K +529 +55%
PWA
900
Physician Wealth Advisors
Utah
$44.6K +$44.8K +1,440 New