PFF icon

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
CWMGO
226
Capstone Wealth Management Group (Oregon)
Oregon
$2.34M
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$2.33M
PA
228
Procyon Advisors
Connecticut
$2.32M
IAN
229
Integrated Advisors Network
Texas
$2.31M
BP
230
Ballentine Partners
Massachusetts
$2.31M
DAS
231
Dynamic Advisor Solutions
Arizona
$2.31M
SC
232
SouthState Corp
Florida
$2.3M
CWM
233
Connecticut Wealth Management
Connecticut
$2.29M
DWM
234
Destination Wealth Management
California
$2.29M
DI
235
Disciplined Investments
Oklahoma
$2.29M
DSC
236
Duncker Streett & Co
Missouri
$2.27M
FWA
237
FOCUS Wealth Advisors
Texas
$2.27M
MIA
238
MMBG Investment Advisors
Florida
$2.27M
AAG
239
Armstrong Advisory Group
Massachusetts
$2.2M
LCWP
240
Legacy Capital Wealth Partners
Arkansas
$2.2M
FFA
241
Fragasso Financial Advisors
Pennsylvania
$2.2M
JCM
242
Janney Capital Management
Pennsylvania
$2.19M
RWA
243
Redmont Wealth Advisors
Illinois
$2.18M
RIL
244
Rothschild Investment LLC
Illinois
$2.18M
DJSG
245
D.J. St. Germain
Massachusetts
$2.1M
GWM
246
GSB Wealth Management
Connecticut
$2.08M
FCM
247
Fell Capital Management
California
$2.07M
CRC
248
Curi RMB Capital
Illinois
$2.07M
CCA
249
Checchi Capital Advisers
California
$2.07M
SFA
250
Sequoia Financial Advisors
Ohio
$2.06M