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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
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
1L
1001
10Elms LLP
Oklahoma
AIP
1002
Arrowpoint Investment Partners
Singapore
WW
1003
Westshore Wealth
California
FWA
1004
FSC Wealth Advisors
New York
QFA
1005
Quattro Financial Advisors
Texas
FIA
1006
Foundations Investment Advisors
Arizona
FB
1007
Fulton Bank
Pennsylvania
NWM
1008
Northcape Wealth Management
New York
AAS
1009
Annex Advisory Services
Wisconsin
CAGAS
1010
Capital Advisory Group Advisory Services
Minnesota
CWM
1011
Chemistry Wealth Management
New York
FMP
1012
Financial Management Professionals
Texas
BTC
1013
Bank & Trust Company
Illinois
GWM
1014
Greenwich Wealth Management
Connecticut
GWAM
1015
Guardian Wealth Advisors (Minnesota)
Minnesota
FFBTD
1016
First Financial Bank - Trust Division
Ohio
OAM
1017
Occidental Asset Management
California
PAG
1018
Powers Advisory Group
Illinois
1CP
1019
17 Capital Partners
Arizona
AI
1020
Auour Investments
Massachusetts
Brown Advisory
1021
Brown Advisory
Maryland
MAG
1022
Mokosak Advisory Group
Iowa
FPW
1023
Flywheel Private Wealth
California
RWB
1024
RMR Wealth Builders
New Jersey
SIAG
1025
Safeguard Investment Advisory Group
California