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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
VCP
1026
Verus Capital Partners
Arizona
SSA
1027
SSA Swiss Advisors
CW
1028
Channel Wealth
California
CWM
1029
Cornerstone Wealth Management
Missouri
WF
1030
Warner Financial
Maryland
SCM
1031
Sterneck Capital Management
Missouri
WCA
1032
Westover Capital Advisors
Delaware
LFA
1033
LGT Financial Advisors
Texas
BPAMU
1034
BTG Pactual Asset Management US
New York
MMCM
1035
Murphy & Mullick Capital Management
New York
TPCM
1036
Templeton & Phillips Capital Management
Tennessee
TRCT
1037
Tower Research Capital (TRC)
New York
S
1038
Sachetta
Massachusetts
TFM
1039
TFC Financial Management
Massachusetts
CNBTD
1040
Citizens National Bank Trust Department
Mississippi
CTB
1041
Country Trust Bank
Illinois
SFC
1042
SYM Financial Corp
Indiana
UCB
1043
United Community Bank
South Carolina
CFS
1044
CGC Financial Services
Oregon
AF
1045
Alerus Financial
North Dakota
ATS
1046
Ashton Thomas Securities
New York
ETS
1047
ESL Trust Services
New York
KWM
1048
Kiker Wealth Management
Georgia
CWM
1049
Crowley Wealth Management
Delaware
GBT
1050
Grove Bank & Trust
Florida