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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
HF
76
HRT Financial
New York
$11M
HCM
77
Hilton Capital Management
New York
$11M
SCTC
78
Sanibel Captiva Trust Company
Florida
$10.9M
OHIS
79
Oak Harvest Investment Services
Texas
$10.6M
CFO
80
Collective Family Office
Pennsylvania
$10.2M
SG Americas Securities
81
SG Americas Securities
New York
$9.99M
ANTB
82
AMG National Trust Bank
Colorado
$9.27M
PFPG
83
Pinnacle Financial Partners (Georgia)
Georgia
$9.2M
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$9.16M
MHIP
85
Mountain Hill Investment Partners
New Jersey
$9.15M
CS
86
Capital Square
Tennessee
$9.09M
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$8.88M
HNB
88
Huntington National Bank
Ohio
$8.77M
PAS
89
Park Avenue Securities
New York
$8.68M
SP
90
Stablepoint Partners
Massachusetts
$8.32M
AWM
91
Angeles Wealth Management
California
$8.13M
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$8.08M
DC
93
Davenport & Co
Virginia
$8.07M
FDS
94
Freedom Day Solutions
Texas
$7.85M
Comerica Bank
95
Comerica Bank
Texas
$7.6M
PFS
96
Prospera Financial Services
Texas
$7.51M
GFG
97
Greenberg Financial Group
Arizona
$7.42M
RIA
98
Regal Investment Advisors
Michigan
$7.18M
DADC
99
D.A. Davidson & Co
Montana
$7.03M
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$6.98M