We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$1.84M +$858K +27,221 +83%
CPIG
302
Chicago Partners Investment Group
Illinois
$1.83M +$75.9K +2,408 +4%
SWM
303
Spire Wealth Management
Virginia
$1.82M +$5.99K +190 +0.3%
FF
304
Farrell Financial
New York
$1.81M +$30.6K +971 +2%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$130K +4,118 +8%
DWS
306
Dynamic Wealth Strategies
California
$1.81M +$33K +1,047 +2%
JPLA
307
Joseph P. Lucia & Associates
New York
$1.81M -$33.8K -1,073 -2%
MCM
308
McRae Capital Management
New Jersey
$1.79M +$11.7K +370 +0.6%
PIA
309
Powell Investment Advisors
Florida
$1.76M +$60.2K +1,910 +3%
BCP
310
Berkeley Capital Partners
Georgia
$1.76M +$9.27K +294 +0.5%
IWC
311
Integrated Wealth Concepts
Massachusetts
$1.75M -$156K -4,934 -8%
GIA
312
Gladstone Institutional Advisory
Florida
$1.74M -$22.2K -703 -1%
CCA
313
Cadent Capital Advisors
Oklahoma
$1.73M +$11.5K +365 +0.7%
NAM
314
NorthCrest Asset Manangement
Minnesota
$1.72M +$1.76M +55,923 New
PA
315
Pinnacle Associates
New York
$1.71M +$1.06M +33,773 +154%
JCM
316
Janney Capital Management
Pennsylvania
$1.67M -$115K -3,637 -6%
AAG
317
Armstrong Advisory Group
Massachusetts
$1.67M
TF
318
Tudor Financial
Ohio
$1.65M -$61K -1,935 -3%
BST
319
Bath Savings Trust
Maine
$1.62M -$6.68K -212 -0.4%
BJL
320
Brighton Jones LLC
Washington
$1.61M -$183K -5,801 -10%
Cohen & Steers
321
Cohen & Steers
New York
$1.6M -$8.99M -285,186 -85%
IA
322
IFG Advisory
Georgia
$1.6M -$66.1K -2,097 -4%
NCM
323
Noesis Capital Mangement
Florida
$1.57M -$15.8K -500 -1%
TWP
324
Tempus Wealth Planning
California
$1.56M +$1.13M +35,788 +239%
ST
325
Somerset Trust
Pennsylvania
$1.56M +$6.18K +196 +0.4%