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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
WPW
176
Winthrop Partners - WNY
New York
$3.16M +$3.18M +102,181 New
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$10.1K -323 -0.3%
Bessemer Group
178
Bessemer Group
New Jersey
$3.11M -$1.16M -37,284 -27%
LCM
179
Liberty Capital Management
Michigan
$3.1M -$3.64K -117 -0.1%
IAS
180
Insigneo Advisory Services
Florida
$3.07M +$446K +14,332 +17%
AWM
181
Aprio Wealth Management
Georgia
$3.07M +$43.1K +1,385 +1%
CBT
182
Crews Bank & Trust
Florida
$3.03M -$142K -4,550 -4%
PMAM
183
Penn Mutual Asset Management
Pennsylvania
$3.01M
LFAS
184
Level Four Advisory Services
Texas
$3.01M -$71.4K -2,293 -2%
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
$3M -$591K -18,973 -16%
MLM
186
Mount Lucas Management
Pennsylvania
$2.99M +$169K +5,425 +6%
PTP
187
Platform Technology Partners
New York
$2.99M +$2.4M +77,190 +401%
MFG
188
MidWestOne Financial Group
Iowa
$2.96M +$159K +5,101 +6%
WFA
189
WJ Financial Advisors
Connecticut
$2.96M +$83.5K +2,682 +3%
RBFC
190
Roman Butler Fullerton & Co
Missouri
$2.95M -$41.2K -1,324 -1%
WCM
191
Winthrop Capital Management
Indiana
$2.94M -$787K -25,272 -21%
AF
192
Allworth Financial
California
$2.93M -$183K -5,873 -6%
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.9M -$92.6K -2,973 -3%
CNBT
194
Canandaigua National Bank & Trust
New York
$2.9M +$924K +29,663 +46%
CC
195
Courier Capital
New York
$2.9M -$137K -4,388 -4%
VIA
196
Victrix Investment Advisors
Florida
$2.89M +$2.91M +93,406 New
MA
197
Mutual Advisors
Nebraska
$2.89M -$48.2K -1,548 -2%
GAA
198
Global Assets Advisory
Florida
$2.87M +$64.7K +2,079 +2%
CAM
199
Congress Asset Management
Massachusetts
$2.86M -$186K -5,986 -6%
CW
200
CreativeOne Wealth
Kansas
$2.79M +$7.07K +227 +0.3%