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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
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
EWP
901
Elevation Wealth Partners
California
$20.7K
PPL
902
Planning Project LLC
Texas
$20K
GWM
903
Grand Wealth Management
Michigan
$19.8K
GTAM
904
Global Trust Asset Management
Florida
$19.7K
CTA
905
Colonial Trust Advisors
South Carolina
$19.4K
GCM
906
Gables Capital Management
Florida
$18.9K
JWA
907
JFS Wealth Advisors
Pennsylvania
$18.6K
CBT
908
CoreFirst Bank & Trust
Kansas
$18.6K
NECFA
909
New England Capital Financial Advisors
Connecticut
$18.5K
VWWMG
910
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
AP
911
Atwood & Palmer
Missouri
$16.7K
CT
912
Coastline Trust
Rhode Island
$16.3K
NRG
913
Nemes Rush Group
Michigan
$16.1K
FPB
914
First PREMIER Bank
South Dakota
$16K
KCM
915
Key Capital Management
Tennessee
$15.7K
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$15.5K
HCM
917
Horrell Capital Management
Arkansas
$15.5K
GPFA
918
Game Plan Financial Advisors
Ohio
$15.5K
IAS
919
IMA Advisory Services
Colorado
$15.2K
HHCP
920
Hilton Head Capital Partners
South Carolina
$13.9K
BAM
921
Byrne Asset Management
New Jersey
$13.2K
MCA
922
McGuire Capital Advisors
Oklahoma
$12.6K
EWM
923
EPG Wealth Management
Georgia
$12.6K
SA
924
Strategic Advocates
Utah
$12.4K
OFG
925
Oxford Financial Group
Indiana
$12.4K