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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
Bank of America
1
Bank of America
North Carolina
$702M -$46.3M -1,485,178 -6%
Morgan Stanley
2
Morgan Stanley
New York
$490M +$13M +418,460 +3%
Wells Fargo
3
Wells Fargo
California
$294M +$5.86M +188,316 +2%
LPL Financial
4
LPL Financial
California
$243M -$7.62M -244,722 -3%
UBS Group
5
UBS Group
Switzerland
$187M +$9.87M +316,936 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$127M -$11.5M -370,831 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$123M -$3.72M -119,444 -3%
Mariner
8
Mariner
Kansas
$118M +$2.06M +66,176 +2%
BI
9
Bramshill Investments
Florida
$111M -$128M -4,121,803 -66%
Raymond James Financial
10
Raymond James Financial
Florida
$100M +$12.3M +396,477 +14%
FIB
11
First Interstate Bank
Montana
$90M +$1.07M +34,224 +1%
BlackRock
12
BlackRock
New York
$75.2M -$5.91M -189,852 -7%
Charles Schwab
13
Charles Schwab
California
$66.2M +$3.23M +103,685 +5%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.6M -$2.46M -78,959 -4%
Truist Financial
15
Truist Financial
North Carolina
$56.4M +$1.69M +54,374 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$54.7M -$1.2M -38,421 -2%
US Bancorp
17
US Bancorp
Minnesota
$54.5M -$6.5M -208,861 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$54.1M +$1.46M +46,907 +3%
SPIA
19
Steward Partners Investment Advisory
New York
$51M +$4.56M +146,338 +10%
Ameriprise
20
Ameriprise
Minnesota
$45.2M -$4M -128,372 -8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$40.8M -$8.4M -269,620 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$40.6M -$2.87M -92,197 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$38.9M -$2.07M -66,409 -5%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$38.1M -$346K -11,117 -0.9%
GT
25
Greenleaf Trust
Michigan
$37.4M +$1.96M +63,063 +6%