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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
RCM
201
RMR Capital Management
California
$2.76M
TH
202
TCTC Holdings
Texas
$2.74M
TCM
203
Tran Capital Management
California
$2.74M
ONB
204
Old National Bancorp
Indiana
$2.69M
AWA
205
Arkadios Wealth Advisors
Georgia
$2.68M
AEPWM
206
Atlantic Edge Private Wealth Management
Florida
$2.66M
NB
207
NBT Bank
New York
$2.65M
PRTG
208
Post Resch Tallon Group
New York
$2.63M
PCM
209
Palouse Capital Management
Washington
$2.63M
KFP
210
KMG Fiduciary Partners
Ohio
$2.62M
AGA
211
Arkos Global Advisors
Texas
$2.6M
HIP
212
HUB Investment Partners
Texas
$2.59M
ATPW
213
Ashton Thomas Private Wealth
Arizona
$2.58M
MOS
214
MGO One Seven
Ohio
$2.57M
PBK
215
Peoples Bank (Kansas)
Kansas
$2.55M
SG
216
Sharper & Granite
California
$2.52M
AI
217
Atria Investments
North Carolina
$2.52M
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$2.5M
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$2.47M
DIP
220
DT Investment Partners
Pennsylvania
$2.43M
IWC
221
Infinity Wealth Counsel
Ohio
$2.42M
NFG
222
Nations Financial Group
Iowa
$2.42M
OIA
223
OneDigital Investment Advisors
Kansas
$2.41M
EWA
224
Emergent Wealth Advisors
New York
$2.34M
BHBT
225
Burke & Herbert Bank & Trust
Virginia
$2.34M