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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
ONB
201
Old National Bancorp
Indiana
$2.69M
AWA
202
Arkadios Wealth Advisors
Georgia
$2.68M
AEPWM
203
Atlantic Edge Private Wealth Management
Florida
$2.66M
NB
204
NBT Bank
New York
$2.65M
PRTG
205
Post Resch Tallon Group
New York
$2.63M
PCM
206
Palouse Capital Management
Washington
$2.63M
KFP
207
KMG Fiduciary Partners
Ohio
$2.62M
AGA
208
Arkos Global Advisors
Texas
$2.6M
HIP
209
HUB Investment Partners
Texas
$2.59M
ATPW
210
Ashton Thomas Private Wealth
Arizona
$2.58M
MOS
211
MGO One Seven
Ohio
$2.57M
PBK
212
Peoples Bank (Kansas)
Kansas
$2.55M
SG
213
Sharper & Granite
California
$2.52M
AI
214
Atria Investments
North Carolina
$2.52M
DBIA
215
Dumont & Blake Investment Advisors
New Jersey
$2.5M
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$2.47M
DIP
217
DT Investment Partners
Pennsylvania
$2.43M
IWC
218
Infinity Wealth Counsel
Ohio
$2.42M
NFG
219
Nations Financial Group
Iowa
$2.42M
OIA
220
OneDigital Investment Advisors
Kansas
$2.41M
EWA
221
Emergent Wealth Advisors
New York
$2.34M
BHBT
222
Burke & Herbert Bank & Trust
Virginia
$2.34M
CWMGO
223
Capstone Wealth Management Group (Oregon)
Oregon
$2.34M
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2.33M
PA
225
Procyon Advisors
Connecticut
$2.32M