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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
PAG
101
Private Advisor Group
New Jersey
$6.89M -$771K -24,752 -10%
RWP
102
RWA Wealth Partners
Massachusetts
$6.8M +$2.24M +71,891 +49%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$6.74M +$2.83M +90,962 +72%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$6.7M -$2.25M -72,353 -25%
HI
105
Horizon Investments
North Carolina
$6.64M -$3.88M -124,599 -37%
CL
106
CIM LLC
New York
$6.5M +$296K +9,502 +5%
TWM
107
Tanager Wealth Management
United Kingdom
$6.4M +$1.38M +44,208 +27%
GCM
108
Glaxis Capital Management
Florida
$6.3M +$62.3K +2,000 +1%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$6.28M +$73.7K +2,365 +1%
IFA
110
Independence Financial Advisors
New Hampshire
$6.02M +$330K +10,594 +6%
Lido Advisors
111
Lido Advisors
California
$6.02M +$3.55K +114 +0.1%
CFG
112
Cornerstone Financial Group
Nebraska
$5.94M +$595K +19,098 +11%
KTC
113
Kentucky Trust Company
Kentucky
$5.88M +$93K +2,985 +2%
IFG
114
Independent Financial Group
California
$5.8M -$344K -11,031 -6%
RPG
115
Risk Paradigm Group
Texas
$5.8M +$5.83M +187,360 New
ALC
116
Alexander Labrunerie & Co
Missouri
$5.76M -$151K -4,860 -3%
AllianceBernstein
117
AllianceBernstein
Tennessee
$5.74M -$227K -7,292 -4%
FFS
118
Fortress Financial Solutions
Arizona
$5.73M +$198K +6,368 +4%
AssetMark Inc
119
AssetMark Inc
California
$5.69M -$13.2M -425,199 -70%
BFC
120
Blue Fin Capital
Rhode Island
$5.66M +$294K +9,444 +5%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$5.53M -$39.5K -1,267 -0.7%
QIM
122
Quest Investment Management
Oregon
$5.48M
BPA
123
Beacon Pointe Advisors
California
$5.43M +$4.25M +136,350 +348%
PWM
124
Paulson Wealth Management
Illinois
$5.41M +$292K +9,389 +6%
BCM
125
Brookstone Capital Management
Illinois
$5.38M -$402K -12,919 -7%