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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
HF
76
HRT Financial
New York
$11M +$2.42M +77,653 +28%
HCM
77
Hilton Capital Management
New York
$11M +$209K +6,705 +2%
SCTC
78
Sanibel Captiva Trust Company
Florida
$10.9M +$205K +6,578 +2%
OHIS
79
Oak Harvest Investment Services
Texas
$10.6M +$406K +13,032 +4%
CFO
80
Collective Family Office
Pennsylvania
$10.2M +$411K +13,200 +4%
SG Americas Securities
81
SG Americas Securities
New York
$9.99M +$10M +322,578 New
ANTB
82
AMG National Trust Bank
Colorado
$9.27M -$434K -13,927 -4%
PFPG
83
Pinnacle Financial Partners (Georgia)
Georgia
$9.2M +$9.25M +297,078 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$9.16M -$389K -12,480 -4%
MHIP
85
Mountain Hill Investment Partners
New Jersey
$9.15M +$2.46M +78,875 +36%
CS
86
Capital Square
Tennessee
$9.09M -$11.8M -379,326 -93%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$8.88M +$105K +3,360 +1%
HNB
88
Huntington National Bank
Ohio
$8.77M
PAS
89
Park Avenue Securities
New York
$8.68M -$3.29M -105,724 -27%
SP
90
Stablepoint Partners
Massachusetts
$8.32M +$33.3K +1,068 +0.4%
AWM
91
Angeles Wealth Management
California
$8.13M +$861K +27,644 +12%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$8.08M +$810 +26 +0%
DC
93
Davenport & Co
Virginia
$8.07M +$705K +22,646 +10%
FDS
94
Freedom Day Solutions
Texas
$7.85M +$89.7K +2,880 +1%
Comerica Bank
95
Comerica Bank
Texas
$7.6M +$680K +21,827 +10%
PFS
96
Prospera Financial Services
Texas
$7.51M -$191K -6,144 -2%
GFG
97
Greenberg Financial Group
Arizona
$7.42M +$7.47M +239,794 New
RIA
98
Regal Investment Advisors
Michigan
$7.18M +$11.4K +367 +0.2%
DADC
99
D.A. Davidson & Co
Montana
$7.03M +$61.8K +1,983 +0.9%
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$6.98M +$250K +8,025 +4%