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iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 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)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

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

Holders
992
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
QFA
1026
Quattro Financial Advisors
Texas
FIA
1027
Foundations Investment Advisors
Arizona
FB
1028
Fulton Bank
Pennsylvania
NWM
1029
Northcape Wealth Management
New York
AAS
1030
Annex Advisory Services
Wisconsin
CAGAS
1031
Capital Advisory Group Advisory Services
Minnesota
CWM
1032
Chemistry Wealth Management
New York
FMP
1033
Financial Management Professionals
Texas
BTC
1034
Bank & Trust Company
Illinois
GWM
1035
Greenwich Wealth Management
Connecticut
GWAM
1036
Guardian Wealth Advisors (Minnesota)
Minnesota
FFBTD
1037
First Financial Bank - Trust Division
Ohio
OAM
1038
Occidental Asset Management
California
PAG
1039
Powers Advisory Group
Illinois
1CP
1040
17 Capital Partners
Arizona
AI
1041
Auour Investments
Massachusetts
Brown Advisory
1042
Brown Advisory
Maryland
MAG
1043
Mokosak Advisory Group
Iowa
FPW
1044
Flywheel Private Wealth
California
RWB
1045
RMR Wealth Builders
New Jersey
SIAG
1046
Safeguard Investment Advisory Group
California
VCP
1047
Verus Capital Partners
Arizona
SSA
1048
SSA Swiss Advisors
CW
1049
Channel Wealth
California
CWM
1050
Cornerstone Wealth Management
Missouri