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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
AWM
176
Aprio Wealth Management
Georgia
$3.07M
CBT
177
Crews Bank & Trust
Florida
$3.03M
PMAM
178
Penn Mutual Asset Management
Pennsylvania
$3.01M
LFAS
179
Level Four Advisory Services
Texas
$3.01M
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$3M
MLM
181
Mount Lucas Management
Pennsylvania
$2.99M
PTP
182
Platform Technology Partners
New York
$2.99M
MFG
183
MidWestOne Financial Group
Iowa
$2.96M
WFA
184
WJ Financial Advisors
Connecticut
$2.96M
RBFC
185
Roman Butler Fullerton & Co
Missouri
$2.95M
WCM
186
Winthrop Capital Management
Indiana
$2.94M
AF
187
Allworth Financial
California
$2.93M
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.9M
CNBT
189
Canandaigua National Bank & Trust
New York
$2.9M
CC
190
Courier Capital
New York
$2.9M
VIA
191
Victrix Investment Advisors
Florida
$2.89M
MA
192
Mutual Advisors
Nebraska
$2.89M
GAA
193
Global Assets Advisory
Florida
$2.87M
CAM
194
Congress Asset Management
Massachusetts
$2.86M
CW
195
CreativeOne Wealth
Kansas
$2.79M
CAM
196
Cresset Asset Management
Illinois
$2.77M
SC
197
Sierra Capital
Florida
$2.76M
RCM
198
RMR Capital Management
California
$2.76M
TH
199
TCTC Holdings
Texas
$2.74M
TCM
200
Tran Capital Management
California
$2.74M