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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
Bessemer Group
176
Bessemer Group
New Jersey
$3.11M
LCM
177
Liberty Capital Management
Michigan
$3.1M
IAS
178
Insigneo Advisory Services
Florida
$3.07M
AWM
179
Aprio Wealth Management
Georgia
$3.07M
CBT
180
Crews Bank & Trust
Florida
$3.03M
PMAM
181
Penn Mutual Asset Management
Pennsylvania
$3.01M
LFAS
182
Level Four Advisory Services
Texas
$3.01M
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$3M
MLM
184
Mount Lucas Management
Pennsylvania
$2.99M
PTP
185
Platform Technology Partners
New York
$2.99M
MFG
186
MidWestOne Financial Group
Iowa
$2.96M
WFA
187
WJ Financial Advisors
Connecticut
$2.96M
RBFC
188
Roman Butler Fullerton & Co
Missouri
$2.95M
WCM
189
Winthrop Capital Management
Indiana
$2.94M
AF
190
Allworth Financial
California
$2.93M
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.9M
CNBT
192
Canandaigua National Bank & Trust
New York
$2.9M
CC
193
Courier Capital
New York
$2.9M
VIA
194
Victrix Investment Advisors
Florida
$2.89M
MA
195
Mutual Advisors
Nebraska
$2.89M
GAA
196
Global Assets Advisory
Florida
$2.87M
CAM
197
Congress Asset Management
Massachusetts
$2.86M
CW
198
CreativeOne Wealth
Kansas
$2.79M
CAM
199
Cresset Asset Management
Illinois
$2.77M
SC
200
Sierra Capital
Florida
$2.76M