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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
PK
876
Pflug Koory
Nebraska
$59.6K
NEWAS
877
N.E.W. Advisory Services
Wisconsin
$58.9K
LC
878
Lavaca Capital
Texas
$58.6K
TWM
879
Topsail Wealth Management
North Carolina
$58K
BOJHT
880
Bank of Jackson Hole Trust
Wyoming
$54.9K
LFG
881
Larson Financial Group
Missouri
$54.5K
UBS AM
882
UBS AM
Illinois
$52.3K
SHF
883
Safe Harbor Fiduciary
Florida
$49.6K
SWM
884
SHP Wealth Management
Massachusetts
$48.6K
RF
885
Rossby Financial
Florida
$47.6K
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$46.4K
HR
887
Howe & Rusling
New York
$46.1K
PWA
888
Physician Wealth Advisors
Utah
$44.6K
JFG
889
JDM Financial Group
Texas
$43.5K
SWA
890
SOA Wealth Advisors
New York
$43.1K
AW
891
Avion Wealth
Texas
$42K
DWM
892
Darwin Wealth Management
Florida
$41.9K
CFO
893
CVA Family Office
Colorado
$37.4K
PGAM
894
Princeton Global Asset Management
New Jersey
$36.4K
HBW
895
Hazlett, Burt & Watson
West Virginia
$36K
CFS
896
Compass Financial Services
Iowa
$35.9K
EB
897
Eastern Bank
Massachusetts
$35.6K
BCPWM
898
Bradley & Co Private Wealth Management
Florida
$35.4K
MFT
899
Moisand Fitzgerald Tamayo
Florida
$32.4K
FC
900
Financial Consulate
Maryland
$31K