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iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
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
WS
151
Wedbush Securities
California
$3.71M
EH
152
Equitable Holdings
New York
$3.7M
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$3.7M
IPW
154
Invictus Private Wealth
Colorado
$3.69M
CB
155
Community Bank
New York
$3.69M
IFPG
156
Intrepid Financial Planning Group
Indiana
$3.68M
FAT
157
First American Trust
California
$3.6M
SDAM
158
Shulman DeMeo Asset Management
New York
$3.59M
HFRG
159
Houlihan Financial Resource Group
Virginia
$3.55M
DIA
160
Davidson Investment Advisors
Montana
$3.53M
MF
161
Montis Financial
Massachusetts
$3.51M
SF
162
Summit Financial
New Jersey
$3.45M
OCA
163
OpenArc Corporate Advisory
Georgia
$3.44M
PA
164
Parallel Advisors
California
$3.4M
BBFA
165
Brindle & Bay Financial Advisors
Texas
$3.38M
CIA
166
Concurrent Investment Advisors
Florida
$3.35M
DLCIG
167
D.L. Carlson Investment Group
New Hampshire
$3.3M
COA
168
Crown Oak Advisors
California
$3.3M
SAM
169
SP Asset Management
California
$3.29M
CSP
170
Cary Street Partners
Virginia
$3.29M
Millennium Management
171
Millennium Management
New York
$3.22M
Fiera Capital (Canada)
172
Fiera Capital (Canada)
Quebec, Canada
$3.15M
Bessemer Group
173
Bessemer Group
New Jersey
$3.11M
LCM
174
Liberty Capital Management
Michigan
$3.1M
IAS
175
Insigneo Advisory Services
Florida
$3.07M