We are live on ! Find out more
PFF icon

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
12.22%
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
HSBC Holdings
276
HSBC Holdings
United Kingdom
$1.86M +$1.87M +60,029 New
HWM
277
Hohimer Wealth Management
Washington
$1.83M -$195K -6,252 -10%
SVWAG
278
Sound View Wealth Advisors Group
Georgia
$1.8M -$149K -4,783 -8%
HA
279
HFG Advisors
Ohio
$1.78M -$80K -2,569 -4%
CA
280
Calton & Associates
Florida
$1.77M +$23.3K +748 +1%
CPIG
281
Chicago Partners Investment Group
Illinois
$1.76M -$109K -3,485 -6%
MCM
282
McRae Capital Management
New Jersey
$1.75M -$75.9K -2,438 -4%
PIA
283
Powell Investment Advisors
Florida
$1.75M +$43K +1,382 +3%
ASN
284
Advisory Services Network
Georgia
$1.73M +$158K +5,070 +10%
RA
285
RFG Advisory
Alabama
$1.72M -$1.8M -57,869 -51%
SCM
286
SOL Capital Management
Maryland
$1.72M -$7.94K -255 -0.5%
TPWA
287
TRUE Private Wealth Advisors
Oregon
$1.71M -$115K -3,678 -6%
PS
288
Principal Securities
Iowa
$1.69M +$118K +3,785 +7%
PCP
289
Proficio Capital Partners
Massachusetts
$1.68M +$1.69M +54,205 New
DCM
290
Donaldson Capital Management
Indiana
$1.68M -$103K -3,321 -6%
SFG
291
Sowa Financial Group
Rhode Island
$1.67M -$79.7K -2,559 -5%
AWM
292
Arista Wealth Management
Nevada
$1.67M -$239K -7,686 -12%
MT
293
Midwest Trust
Kansas
$1.65M +$469K +15,072 +39%
KWM
294
Kingsview Wealth Management
Oregon
$1.65M -$5.39K -173 -0.3%
GW
295
Graetz Wealth
Michigan
$1.62M +$1.63M +52,427 New
BST
296
Bath Savings Trust
Maine
$1.62M +$21.8K +699 +1%
NCM
297
Noesis Capital Mangement
Florida
$1.61M +$73.5K +2,359 +5%
PFT
298
Providence First Trust
Arizona
$1.6M +$515K +16,547 +47%
SHFA
299
SS&H Financial Advisors
Michigan
$1.59M +$414K +13,300 +35%
APWA
300
Atlas Private Wealth Advisors
New Jersey
$1.59M -$50.8K -1,630 -3%