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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
PAG
101
Private Advisor Group
New Jersey
$6.89M
RWP
102
RWA Wealth Partners
Massachusetts
$6.8M
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$6.74M
SWIG
104
Strategic Wealth Investment Group
Kentucky
$6.7M
HI
105
Horizon Investments
North Carolina
$6.64M
CL
106
CIM LLC
New York
$6.5M
TWM
107
Tanager Wealth Management
United Kingdom
$6.4M
GCM
108
Glaxis Capital Management
Florida
$6.3M
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$6.28M
IFA
110
Independence Financial Advisors
New Hampshire
$6.02M
Lido Advisors
111
Lido Advisors
California
$6.02M
CFG
112
Cornerstone Financial Group
Nebraska
$5.94M
KTC
113
Kentucky Trust Company
Kentucky
$5.88M
RPG
114
Risk Paradigm Group
Texas
$5.8M
ALC
115
Alexander Labrunerie & Co
Missouri
$5.76M
AllianceBernstein
116
AllianceBernstein
Tennessee
$5.74M
FFS
117
Fortress Financial Solutions
Arizona
$5.73M
AssetMark Inc
118
AssetMark Inc
California
$5.69M
BFC
119
Blue Fin Capital
Rhode Island
$5.66M
RFWA
120
RPg Family Wealth Advisory
Massachusetts
$5.53M
QIM
121
Quest Investment Management
Oregon
$5.48M
BPA
122
Beacon Pointe Advisors
California
$5.43M
PWM
123
Paulson Wealth Management
Illinois
$5.41M
BCM
124
Brookstone Capital Management
Illinois
$5.38M
EWA
125
Exencial Wealth Advisors
Oklahoma
$5.24M