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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
WAS
151
Wealth Advisory Solutions
Indiana
$3.99M
GRP
152
Global Retirement Partners
California
$3.89M
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$3.81M
WS
154
Wedbush Securities
California
$3.71M
EH
155
Equitable Holdings
New York
$3.7M
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$3.7M
IPW
157
Invictus Private Wealth
Colorado
$3.69M
CB
158
Community Bank
New York
$3.69M
IFPG
159
Intrepid Financial Planning Group
Indiana
$3.68M
FAT
160
First American Trust
California
$3.6M
SDAM
161
Shulman DeMeo Asset Management
New York
$3.59M
HFRG
162
Houlihan Financial Resource Group
Virginia
$3.55M
DIA
163
Davidson Investment Advisors
Montana
$3.53M
MF
164
Montis Financial
Massachusetts
$3.51M
SF
165
Summit Financial
New Jersey
$3.45M
OCA
166
OpenArc Corporate Advisory
Georgia
$3.44M
PA
167
Parallel Advisors
California
$3.4M
BBFA
168
Brindle & Bay Financial Advisors
Texas
$3.38M
CIA
169
Concurrent Investment Advisors
Florida
$3.35M
DLCIG
170
D.L. Carlson Investment Group
New Hampshire
$3.3M
COA
171
Crown Oak Advisors
California
$3.3M
SAM
172
SP Asset Management
California
$3.29M
CSP
173
Cary Street Partners
Virginia
$3.29M
AFA
174
Amicus Financial Advisors
Texas
$3.27M
Millennium Management
175
Millennium Management
New York
$3.22M