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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
RFS
951
Richardson Financial Services
Massachusetts
$10.7K
OC
952
Oakworth Capital
Alabama
$10.1K
CWP
953
Concord Wealth Partners
Virginia
$8.23K
1M
954
1248 Management
Missouri
$8.2K
CJ
955
Caitlin John
Michigan
$8.17K
FCAS
956
First Command Advisory Services
Texas
$8.11K
WWM
957
Wolff Wiese Magana
California
$7.89K
SR
958
Syntax Research
Florida
$7.89K
DF
959
Dunhill Financial
United Kingdom
$7.74K
AIA
960
Angeles Investment Advisors
California
$6.19K
W
961
WealthCollab
Washington
$6.19K
BNP Paribas Financial Markets
962
BNP Paribas Financial Markets
France
$5.6K
SFG
963
Strive Financial Group
Indiana
$5.33K
CW
964
Curio Wealth
Maryland
$4.82K
AIM
965
Anchor Investment Management
South Carolina
$4.8K
FFL
966
Financial Freedom LLC
Ohio
$4.78K
LI
967
LRI Investments
Florida
$4.64K
QCG
968
Quadrant Capital Group
Ohio
$4.64K
MCM
969
Manchester Capital Management
Vermont
$4.46K
VCM
970
Versant Capital Management
Arizona
$3.99K
NFSG
971
Newbridge Financial Services Group
Florida
$3.87K
BL
972
BFSG LLC
California
$3.1K
BONH
973
Bank of New Hampshire
New Hampshire
$2.66K
EWA
974
EverSource Wealth Advisors
Alabama
$2.42K
SWIM
975
Smallwood Wealth Investment Management
New Jersey
$1.98K