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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
CAM
201
Cresset Asset Management
Illinois
$2.77M +$719K +23,083 +35%
SC
202
Sierra Capital
Florida
$2.76M +$5.82K +187 +0.2%
RCM
203
RMR Capital Management
California
$2.76M +$48.4K +1,554 +2%
TH
204
TCTC Holdings
Texas
$2.74M +$31K +995 +1%
TCM
205
Tran Capital Management
California
$2.74M +$2.54M +81,448 +1,145%
ONB
206
Old National Bancorp
Indiana
$2.69M +$197K +6,313 +8%
AWA
207
Arkadios Wealth Advisors
Georgia
$2.68M +$319K +10,253 +13%
AEPWM
208
Atlantic Edge Private Wealth Management
Florida
$2.66M -$143K -4,595 -5%
NB
209
NBT Bank
New York
$2.65M -$997 -32 -0%
PRTG
210
Post Resch Tallon Group
New York
$2.63M +$664K +21,326 +34%
PCM
211
Palouse Capital Management
Washington
$2.63M -$223K -7,148 -8%
KFP
212
KMG Fiduciary Partners
Ohio
$2.62M +$656K +21,078 +33%
AGA
213
Arkos Global Advisors
Texas
$2.6M +$202K +6,502 +8%
HIP
214
HUB Investment Partners
Texas
$2.59M +$582K +18,683 +29%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$2.58M +$367K +11,771 +16%
MOS
216
MGO One Seven
Ohio
$2.57M +$217K +6,966 +9%
PBK
217
Peoples Bank (Kansas)
Kansas
$2.55M -$85.2K -2,735 -3%
SG
218
Sharper & Granite
California
$2.52M +$38.6K +1,240 +2%
AI
219
Atria Investments
North Carolina
$2.52M +$90.1K +2,892 +4%
DBIA
220
Dumont & Blake Investment Advisors
New Jersey
$2.5M -$101K -3,245 -4%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.47M +$16.5K +529 +0.7%
DIP
222
DT Investment Partners
Pennsylvania
$2.43M -$344K -11,037 -12%
IWC
223
Infinity Wealth Counsel
Ohio
$2.42M +$321K +10,320 +15%
NFG
224
Nations Financial Group
Iowa
$2.42M +$1.99K +64 +0.1%
OIA
225
OneDigital Investment Advisors
Kansas
$2.41M -$82.5K -2,650 -3%