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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
OAM
1051
Occidental Asset Management
California
-$242K -7,663 Closed
PAG
1052
Powers Advisory Group
Illinois
-$238K -7,541 Closed
1CP
1053
17 Capital Partners
Arizona
-$237K -7,487 Closed
AI
1054
Auour Investments
Massachusetts
-$235K -7,423 Closed
Brown Advisory
1055
Brown Advisory
Maryland
-$226K -7,136 Closed
MAG
1056
Mokosak Advisory Group
Iowa
-$216K -6,825 Closed
FPW
1057
Flywheel Private Wealth
California
-$216K -6,820 Closed
RWB
1058
RMR Wealth Builders
New Jersey
-$214K -6,776 Closed
SIAG
1059
Safeguard Investment Advisory Group
California
-$214K -6,765 Closed
SSA
1060
SSA Swiss Advisors
-$206K -6,506 Closed
CW
1061
Channel Wealth
California
-$202K -6,394 Closed
CWM
1062
Cornerstone Wealth Management
Missouri
-$202K -6,383 Closed
WF
1063
Warner Financial
Maryland
-$202K -6,375 Closed
SCM
1064
Sterneck Capital Management
Missouri
-$201K -6,360 Closed
WCA
1065
Westover Capital Advisors
Delaware
-$200K -6,323 Closed
LFA
1066
LGT Financial Advisors
Texas
-$147K -4,653 Closed
BPAMU
1067
BTG Pactual Asset Management US
New York
-$130K -4,223 Closed
MMCM
1068
Murphy & Mullick Capital Management
New York
-$71.3K -2,256 Closed
TPCM
1069
Templeton & Phillips Capital Management
Tennessee
-$48.4K -1,530 Closed
TRCT
1070
Tower Research Capital (TRC)
New York
-$44.3K -1,400 Closed
S
1071
Sachetta
Massachusetts
-$36.4K -1,150 Closed
TFM
1072
TFC Financial Management
Massachusetts
-$34.8K -1,100 Closed
CNBTD
1073
Citizens National Bank Trust Department
Mississippi
-$31.6K -1,000 Closed
CTB
1074
Country Trust Bank
Illinois
-$31.6K -1,000 Closed
SFC
1075
SYM Financial Corp
Indiana
-$24.9K -789 Closed