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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
OA
1001
Operose Advisors
Wisconsin
$691 -$262K -8,423 -100%
CFM
1002
Cornerstone Financial Management
Massachusetts
$650 +$654 +21 New
DFA
1003
DHJJ Financial Advisors
Illinois
$372
DCM
1004
Davis Capital Management
Florida
$316
QA
1005
Quattro Advisors
Pennsylvania
$224 +$218 +7 New
MI
1006
Motiv8 Investments
Florida
$111 +$112K +3,600 New
Q1WB
1007
Quest 10 Wealth Builders
Virginia
$62
KFG
1008
Kingdom Financial Group
Arizona
$52 +$62 +2 New
EWM
1009
Edge Wealth Management
New York
-$36.2M -1,144,329 Closed
TA
1010
Townsend & Associates
Colorado
-$32.6M -1,037,219 Closed
Capstone Investment Advisors
1011
Capstone Investment Advisors
New York
-$11.2M -354,301 Closed
CCM
1012
Campbell Capital Management
Florida
-$8.4M -265,725 Closed
PI
1013
PineBridge Investments
New York
-$6.18M -195,455 Closed
LSC
1014
Logan Stone Capital
Illinois
-$5.89M -186,186 Closed
Barclays
1015
Barclays
United Kingdom
-$5.61M -177,480 Closed
Kovitz Investment Group Partners
1016
Kovitz Investment Group Partners
Illinois
-$3.95M -124,940 Closed
BIP
1017
Bouvel Investment Partners
Pennsylvania
-$3.49M -110,388 Closed
National Bank of Canada
1018
National Bank of Canada
Quebec, Canada
-$3.41M -108,000 Closed
SC
1019
Sykon Capital
New York
-$3.27M -103,487 Closed
PCM
1020
Price Capital Management
Louisiana
-$3.24M -102,480 Closed
Principal Financial Group
1021
Principal Financial Group
Iowa
-$3.1M -98,000 Closed
GM
1022
GeoWealth Management
Illinois
-$2.81M -88,879 Closed
GWMR
1023
GC Wealth Management RIA
Massachusetts
-$2.71M -85,771 Closed
EFS
1024
Econ Financial Services
Pennsylvania
-$2.54M -80,353 Closed
FA
1025
Fagan Associates
New York
-$2.14M -67,623 Closed