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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
PRAG
926
Portfolio Resources Advisor Group
Florida
$23.8K +$23.9K +769 New
GSWM
927
Golden State Wealth Management
California
$23.6K +$436 +14 +2%
BHWM
928
Beaird Harris Wealth Management
Texas
$23.1K
1IA
929
1620 Investment Advisors
Massachusetts
$21.7K -$21.8K -700 -50%
HPC
930
HM Payson & Co
Maine
$21.7K
PSB
931
Piscataqua Savings Bank
New Hampshire
$21.2K +$17.1K +550 +410%
RRA
932
Red Reef Advisors
Florida
$21.1K +$21.2K +682 New
EWP
933
Elevation Wealth Partners
California
$20.7K -$21.5K -690 -51%
PPL
934
Planning Project LLC
Texas
$20K +$20.1K +645 New
GWM
935
Grand Wealth Management
Michigan
$19.8K +$20K +641 New
GTAM
936
Global Trust Asset Management
Florida
$19.7K -$12.5K -400 -39%
CTA
937
Colonial Trust Advisors
South Carolina
$19.4K
GCM
938
Gables Capital Management
Florida
$18.9K
JWA
939
JFS Wealth Advisors
Pennsylvania
$18.6K +$4.08K +131 +28%
CBT
940
CoreFirst Bank & Trust
Kansas
$18.6K
NECFA
941
New England Capital Financial Advisors
Connecticut
$18.5K +$218 +7 +1%
VWWMG
942
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
AP
943
Atwood & Palmer
Missouri
$16.7K
CT
944
Coastline Trust
Rhode Island
$16.3K
NRG
945
Nemes Rush Group
Michigan
$16.1K
FPB
946
First PREMIER Bank
South Dakota
$16K
KCM
947
Key Capital Management
Tennessee
$15.7K +$15.8K +506 New
MSFP
948
Mark Sheptoff Financial Planning
Connecticut
$15.5K -$380K -12,210 -96%
GPFA
949
Game Plan Financial Advisors
Ohio
$15.5K
HCM
950
Horrell Capital Management
Arkansas
$15.5K