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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
1IA
926
1620 Investment Advisors
Massachusetts
$21.7K
HPC
927
HM Payson & Co
Maine
$21.7K
PSB
928
Piscataqua Savings Bank
New Hampshire
$21.2K
RRA
929
Red Reef Advisors
Florida
$21.1K
EWP
930
Elevation Wealth Partners
California
$20.7K
PPL
931
Planning Project LLC
Texas
$20K
GWM
932
Grand Wealth Management
Michigan
$19.8K
GTAM
933
Global Trust Asset Management
Florida
$19.7K
CTA
934
Colonial Trust Advisors
South Carolina
$19.4K
GCM
935
Gables Capital Management
Florida
$18.9K
JWA
936
JFS Wealth Advisors
Pennsylvania
$18.6K
CBT
937
CoreFirst Bank & Trust
Kansas
$18.6K
NECFA
938
New England Capital Financial Advisors
Connecticut
$18.5K
VWWMG
939
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
AP
940
Atwood & Palmer
Missouri
$16.7K
CT
941
Coastline Trust
Rhode Island
$16.3K
NRG
942
Nemes Rush Group
Michigan
$16.1K
FPB
943
First PREMIER Bank
South Dakota
$16K
KCM
944
Key Capital Management
Tennessee
$15.7K
MSFP
945
Mark Sheptoff Financial Planning
Connecticut
$15.5K
GPFA
946
Game Plan Financial Advisors
Ohio
$15.5K
HCM
947
Horrell Capital Management
Arkansas
$15.5K
IAS
948
IMA Advisory Services
Colorado
$15.2K
HHCP
949
Hilton Head Capital Partners
South Carolina
$13.9K
BAM
950
Byrne Asset Management
New Jersey
$13.2K