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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
CFS
1076
CGC Financial Services
Oregon
-$21.9K -694 Closed
UCB
1077
United Community Bank
South Carolina
-$21.9K -694 Closed
AF
1078
Alerus Financial
North Dakota
-$13.4K -425 Closed
ATS
1079
Ashton Thomas Securities
New York
-$11.1K -350 Closed
ETS
1080
ESL Trust Services
New York
-$11.1K -350 Closed
SC
1081
Stance Capital
Massachusetts
-$11K -349 Closed
KWM
1082
Kiker Wealth Management
Georgia
-$10.3K -326 Closed
CWM
1083
Crowley Wealth Management
Delaware
-$9.49K -300 Closed
GBT
1084
Grove Bank & Trust
Florida
-$9.49K -300 Closed
FF
1085
Friedenthal Financial
New Jersey
-$6.83K -216 Closed
BAM
1086
Bellevue Asset Management
Washington
-$6.32K -200 Closed
PWAM
1087
Private Wealth Asset Management
Iowa
-$6.32K -200 Closed
RFP
1088
Root Financial Partners
California
-$5.66K -179 Closed
CCM
1089
Chilton Capital Management
Texas
-$5.38K -170 Closed
PSFG
1090
Park Square Financial Group
Georgia
-$4.92K -158 Closed
NMG
1091
New Millennium Group
Utah
-$1.11K -35 Closed
CAM
1092
Costello Asset Management
Pennsylvania
-$727 -23 Closed
PCA
1093
PMV Capital Advisers
Texas
-$32 -1 Closed