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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$3.81M
WS
152
Wedbush Securities
California
$3.71M
EH
153
Equitable Holdings
New York
$3.7M
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$3.7M
IPW
155
Invictus Private Wealth
Colorado
$3.69M
CB
156
Community Bank
New York
$3.69M
IFPG
157
Intrepid Financial Planning Group
Indiana
$3.68M
FAT
158
First American Trust
California
$3.6M
SDAM
159
Shulman DeMeo Asset Management
New York
$3.59M
HFRG
160
Houlihan Financial Resource Group
Virginia
$3.55M
DIA
161
Davidson Investment Advisors
Montana
$3.53M
MF
162
Montis Financial
Massachusetts
$3.51M
SF
163
Summit Financial
New Jersey
$3.45M
OCA
164
OpenArc Corporate Advisory
Georgia
$3.44M
PA
165
Parallel Advisors
California
$3.4M
BBFA
166
Brindle & Bay Financial Advisors
Texas
$3.38M
CIA
167
Concurrent Investment Advisors
Florida
$3.35M
DLCIG
168
D.L. Carlson Investment Group
New Hampshire
$3.3M
COA
169
Crown Oak Advisors
California
$3.3M
SAM
170
SP Asset Management
California
$3.29M
CSP
171
Cary Street Partners
Virginia
$3.29M
AFA
172
Amicus Financial Advisors
Texas
$3.27M
Millennium Management
173
Millennium Management
New York
$3.22M
WPW
174
Winthrop Partners - WNY
New York
$3.16M
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$3.15M