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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
BJL
1026
Brighton Jones LLC
Washington
-$1.89M -59,732 Closed
RAM
1027
Readystate Asset Management
Illinois
-$1.71M -54,001 Closed
EW
1028
Evoke Wealth
California
-$1.4M -44,233 Closed
SFC
1029
Strategic Financial Concepts
Texas
-$967K -30,587 Closed
CFP
1030
Curran Financial Partners
South Carolina
-$924K -29,215 Closed
FPGK
1031
Financial Partners Group (Kansas)
Kansas
-$671K -21,208 Closed
CL
1032
Cabana LLC
Arkansas
-$650K -20,545 Closed
Qube Research & Technologies (QRT)
1033
Qube Research & Technologies (QRT)
United Kingdom
-$608K -19,241 Closed
CFP
1034
Cascade Financial Partners
California
-$529K -16,718 Closed
1L
1035
10Elms LLP
Oklahoma
-$446K -14,114 Closed
AIP
1036
Arrowpoint Investment Partners
Singapore
-$436K -13,800 Closed
WW
1037
Westshore Wealth
California
-$428K -13,532 Closed
FWA
1038
FSC Wealth Advisors
New York
-$402K -12,708 Closed
QFA
1039
Quattro Financial Advisors
Texas
-$389K -12,302 Closed
FIA
1040
Foundations Investment Advisors
Arizona
-$388K -12,261 Closed
FB
1041
Fulton Bank
Pennsylvania
-$374K -11,827 Closed
NWM
1042
Northcape Wealth Management
New York
-$345K -10,919 Closed
AAS
1043
Annex Advisory Services
Wisconsin
-$344K -10,885 Closed
CAGAS
1044
Capital Advisory Group Advisory Services
Minnesota
-$334K -10,561 Closed
CWM
1045
Chemistry Wealth Management
New York
-$328K -10,365 Closed
FMP
1046
Financial Management Professionals
Texas
-$316K -9,984 Closed
BTC
1047
Bank & Trust Company
Illinois
-$296K -9,374 Closed
GWM
1048
Greenwich Wealth Management
Connecticut
-$262K -8,276 Closed
GWAM
1049
Guardian Wealth Advisors (Minnesota)
Minnesota
-$260K -8,230 Closed
FFBTD
1050
First Financial Bank - Trust Division
Ohio
-$256K -8,106 Closed