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iShares Preferred and Income Securities ETF

1,002 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 120 funds opening new positions, 346 increasing their positions, 396 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)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,002
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
CPG
876
Cornerstone Planning Group
New Jersey
$73.3K
RPC
877
Rossmore Private Capital
Connecticut
$69.7K
TFGT
878
TS Financial Group (TSFG)
Illinois
$65K
FFA
879
Founders Financial Alliance
North Carolina
$63.8K
PCA
880
Providence Capital Advisors
North Carolina
$63.7K
VWM
881
Valley Wealth Managers
New Jersey
$62.3K
B
882
Bayban
Minnesota
$61.9K
LC
883
Luminist Capital
Michigan
$61.1K
PR
884
Payden & Rygel
California
$61K
PK
885
Pflug Koory
Nebraska
$59.6K
NEWAS
886
N.E.W. Advisory Services
Wisconsin
$58.9K
LC
887
Lavaca Capital
Texas
$58.6K
TWM
888
Topsail Wealth Management
North Carolina
$58K
BOJHT
889
Bank of Jackson Hole Trust
Wyoming
$54.9K
LFG
890
Larson Financial Group
Missouri
$54.5K
UBS AM
891
UBS AM
Illinois
$52.3K
SHF
892
Safe Harbor Fiduciary
Florida
$49.6K
SWM
893
SHP Wealth Management
Massachusetts
$48.6K
RF
894
Rossby Financial
Florida
$47.6K
FMII
895
Farmers & Merchants Investments Inc
Nebraska
$46.4K
HR
896
Howe & Rusling
New York
$46.1K
PWA
897
Physician Wealth Advisors
Utah
$44.6K
JFG
898
JDM Financial Group
Texas
$43.5K
SWA
899
SOA Wealth Advisors
New York
$43.1K
AW
900
Avion Wealth
Texas
$42K