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iShares Preferred and Income Securities ETF

1,002 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 120 funds opening new positions, 346 increasing their positions, 396 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)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,002
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
QCG
976
Quadrant Capital Group
Ohio
$4.64K
LI
977
LRI Investments
Florida
$4.64K
MCM
978
Manchester Capital Management
Vermont
$4.46K
VCM
979
Versant Capital Management
Arizona
$3.99K
NFSG
980
Newbridge Financial Services Group
Florida
$3.87K
BL
981
BFSG LLC
California
$3.1K
BONH
982
Bank of New Hampshire
New Hampshire
$2.66K
EWA
983
EverSource Wealth Advisors
Alabama
$2.42K
SWIM
984
Smallwood Wealth Investment Management
New Jersey
$1.98K
PS
985
PayPay Securities
Japan
$1.95K
PIS
986
POM Investment Strategies
North Carolina
$1.88K
SC
987
Solstein Capital
California
$1.86K
GIP
988
Granite Investment Partners
California
$1.83K
EPL
989
Essential Partners LLC
California
$1.67K
RF
990
Roxbury Financial
New Jersey
$1.49K
PFM
991
Phillips Financial Management
Indiana
$1.27K
APW
992
Atlantic Private Wealth
North Carolina
$1.18K
TAM
993
Tucker Asset Management
Colorado
$1.18K
IWM
994
IMG Wealth Management
Florida
$989
WA
995
WPG Advisers
Maryland
$929
AIM
996
Arcadia Investment Management
Michigan
$774
GWSA
997
Global Wealth Strategies & Associates
Colorado
$743
OA
998
Operose Advisors
Wisconsin
$691
CFM
999
Cornerstone Financial Management
Massachusetts
$650
DFA
1000
DHJJ Financial Advisors
Illinois
$372