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iShares Preferred and Income Securities ETF

1,002 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 120 funds opening new positions, 346 increasing their positions, 396 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)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

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

Holders
1,002
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
KAM
126
Knightsbridge Asset Management
California
$5.37M
EWA
127
Exencial Wealth Advisors
Oklahoma
$5.24M
BHWA
128
Beacon Harbor Wealth Advisors
Virginia
$5.23M
BAM
129
BOS Asset Management
Illinois
$5.19M
OC
130
Oppenheimer & Co
New York
$5.13M
MFIM
131
Mesirow Financial Investment Management
Illinois
$5.08M
Goldman Sachs
132
Goldman Sachs
New York
$5.04M
KPWS
133
Kestra Private Wealth Services
Texas
$5.02M
IRC
134
Investors Research Corp
Georgia
$5M
CF
135
Centaurus Financial
California
$4.83M
FAP
136
Financial Advisory Partners
Florida
$4.81M
Creative Planning
137
Creative Planning
Kansas
$4.62M
CWM
138
Cordatus Wealth Management
Pennsylvania
$4.62M
WPC
139
White Pine Capital
Minnesota
$4.58M
FFG
140
Frisch Financial Group
New York
$4.55M
AC
141
Apella Capital
Connecticut
$4.5M
SWM
142
Sagace Wealth Management
Florida
$4.47M
BOS
143
Bank of Stockton
California
$4.44M
CWS
144
Cypress Wealth Services
California
$4.43M
WA
145
Waverly Advisors
Alabama
$4.34M
CIM
146
Cambria Investment Management
California
$4.16M
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$4.08M
XF
148
XML Financial
Maryland
$4.03M
ETC
149
Exchange Traded Concepts
Oklahoma
$4.02M
PA
150
Perennial Advisors
New York
$4.02M