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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
CW
976
Curio Wealth
Maryland
$4.82K +$4.83K +155 New
AIM
977
Anchor Investment Management
South Carolina
$4.8K +$31 +1 +0.6%
FFL
978
Financial Freedom LLC
Ohio
$4.78K +$62 +2 +1%
LI
979
LRI Investments
Florida
$4.64K
QCG
980
Quadrant Capital Group
Ohio
$4.64K
MCM
981
Manchester Capital Management
Vermont
$4.46K +$4.49K +144 New
VCM
982
Versant Capital Management
Arizona
$3.99K
NFSG
983
Newbridge Financial Services Group
Florida
$3.87K
BL
984
BFSG LLC
California
$3.1K
BONH
985
Bank of New Hampshire
New Hampshire
$2.66K
EWA
986
EverSource Wealth Advisors
Alabama
$2.42K +$2.43K +78 New
SWIM
987
Smallwood Wealth Investment Management
New Jersey
$1.98K
PS
988
PayPay Securities
Japan
$1.95K +$311 +10 +19%
PIS
989
POM Investment Strategies
North Carolina
$1.88K -$11.6K -371 -86%
SC
990
Solstein Capital
California
$1.86K
GIP
991
Granite Investment Partners
California
$1.83K +$1.84K +59 New
EP
992
Essential Partners
California
$1.67K +$1.68K +54 New
RF
993
Roxbury Financial
New Jersey
$1.49K
PFM
994
Phillips Financial Management
Indiana
$1.27K
APW
995
Atlantic Private Wealth
North Carolina
$1.18K
TAM
996
Tucker Asset Management
Colorado
$1.18K
IWM
997
IMG Wealth Management
Florida
$989 +$31 +1 +3%
WA
998
WPG Advisers
Maryland
$929 +$934 +30 New
AIM
999
Arcadia Investment Management
Michigan
$774 +$779 +25 New
GWSA
1000
Global Wealth Strategies & Associates
Colorado
$743