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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
WAS
151
Wealth Advisory Solutions
Indiana
$3.99M -$139K -4,468 -3%
GRP
152
Global Retirement Partners
California
$3.89M -$10.6K -341 -0.3%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$3.81M -$419K -13,456 -10%
WS
154
Wedbush Securities
California
$3.71M +$1.67M +53,599 +81%
EH
155
Equitable Holdings
New York
$3.7M -$541K -17,359 -13%
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$3.7M -$42.7K -1,370 -1%
IPW
157
Invictus Private Wealth
Colorado
$3.69M +$129K +4,135 +4%
CB
158
Community Bank
New York
$3.69M -$220K -7,070 -6%
IFPG
159
Intrepid Financial Planning Group
Indiana
$3.68M -$1.09M -35,101 -23%
FAT
160
First American Trust
California
$3.6M +$68.2K +2,191 +2%
SDAM
161
Shulman DeMeo Asset Management
New York
$3.59M -$55.2K -1,773 -2%
HFRG
162
Houlihan Financial Resource Group
Virginia
$3.55M +$1.73M +55,511 +95%
DIA
163
Davidson Investment Advisors
Montana
$3.53M +$48.6K +1,562 +1%
MF
164
Montis Financial
Massachusetts
$3.51M -$2.08M -66,727 -37%
SF
165
Summit Financial
New Jersey
$3.45M -$131K -4,214 -4%
OCA
166
OpenArc Corporate Advisory
Georgia
$3.44M +$3.46M +110,964 New
PA
167
Parallel Advisors
California
$3.4M -$114K -3,667 -3%
BBFA
168
Brindle & Bay Financial Advisors
Texas
$3.38M +$3.4M +109,153 New
CIA
169
Concurrent Investment Advisors
Florida
$3.35M -$19.9K -639 -0.6%
DLCIG
170
D.L. Carlson Investment Group
New Hampshire
$3.3M +$308K +9,885 +10%
COA
171
Crown Oak Advisors
California
$3.3M -$731K -23,457 -18%
SAM
172
SP Asset Management
California
$3.29M -$125K -4,022 -4%
CSP
173
Cary Street Partners
Virginia
$3.29M +$185K +5,948 +6%
AFA
174
Amicus Financial Advisors
Texas
$3.27M +$3.29M +105,624 New
Millennium Management
175
Millennium Management
New York
$3.22M -$10.2M -327,672 -76%