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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
JFG
901
JDM Financial Group
Texas
$43.5K
SWA
902
SOA Wealth Advisors
New York
$43.1K +$33.4K +1,071 +3%
AW
903
Avion Wealth
Texas
$42K
DWM
904
Darwin Wealth Management
Florida
$41.9K +$156 +5 +0.4%
CFO
905
CVA Family Office
Colorado
$37.4K -$25.1K -805 -40%
PGAM
906
Princeton Global Asset Management
New Jersey
$36.4K +$4.73K +152 +15%
HBW
907
Hazlett, Burt & Watson
West Virginia
$36K +$125 +4 +0.3%
CFS
908
Compass Financial Services
Iowa
$35.9K +$654 +21 +2%
EB
909
Eastern Bank
Massachusetts
$35.6K -$31.1K -1,000 -47%
BCPWM
910
Bradley & Co Private Wealth Management
Florida
$35.4K
MFT
911
Moisand Fitzgerald Tamayo
Florida
$32.4K
CNBT
912
Cornerstone National Bank & Trust
Illinois
$31K
FC
913
Financial Consulate
Maryland
$31K
ICM
914
Islay Capital Management
Texas
$31K
SL
915
Salomon & Ludwin
Virginia
$30.4K
BWL
916
Bogart Wealth LLC
Virginia
$30.4K +$31 +1 +0.1%
ME
917
McIlrath & Eck
Washington
$30K
CC
918
Corsicana & Co
Texas
$28.5K
FRA
919
Front Row Advisors
California
$28.5K
CAL
920
Capital Analysts LLC
Pennsylvania
$28K +$9.34K +300 +51%
GGI
921
Godsey & Gibb Inc
Virginia
$27.1K
CSC
922
Caldwell Sutter Capital
California
$26.8K -$4.8K -154 -15%
OC
923
Optima Capital
Oregon
$26.5K +$26.6K +855 New
KG
924
Kilter Group
New York
$25.1K
PMFA
925
Plante Moran Financial Advisors
Michigan
$24.1K +$24.3K +780 New