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
12.23%
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
CCM
301
Crabel Capital Management
California
$1.59M -$1.89M -60,535 -54%
FCFC
302
First Commonwealth Financial Corp
Pennsylvania
$1.58M
UCFA
303
United Capital Financial Advisors
Texas
$1.58M -$270K -8,679 -15%
AWM
304
Ariadne Wealth Management
California
$1.57M -$126K -4,032 -7%
JPLA
305
Joseph P. Lucia & Associates
New York
$1.56M -$136K -4,362 -8%
MC
306
Mathes Company
New York
$1.56M +$162K +5,200 +12%
PVM
307
Palogic Value Management
Texas
$1.56M
CA
308
Carson Advisory
Georgia
$1.55M -$71.6K -2,300 -4%
AWM
309
Apollon Wealth Management
South Carolina
$1.55M -$500K -16,065 -24%
TF
310
Tudor Financial
Ohio
$1.55M +$23.8K +765 +2%
SRC
311
Shufro Rose & Co
New York
$1.54M +$38.9K +1,250 +3%
William Blair & Company
312
William Blair & Company
Illinois
$1.53M +$54.2K +1,740 +4%
ST
313
Somerset Trust
Pennsylvania
$1.52M +$15.6K +500 +1%
WCM
314
Whitener Capital Management
North Carolina
$1.51M +$187K +5,994 +14%
FCM
315
Fogel Capital Management
Florida
$1.51M
IA
316
IFP Advisors
Florida
$1.5M -$236K -7,565 -13%
SCM
317
Sunbeam Capital Management
Georgia
$1.5M +$498K +16,007 +49%
ACM
318
Arcataur Capital Management
Wisconsin
$1.49M -$26.4K -849 -2%
MPCG
319
Matrix Private Capital Group
New York
$1.49M -$560K -17,978 -27%
ACP
320
Aviance Capital Partners
Florida
$1.48M +$16.1K +516 +1%
FHA
321
Flagship Harbor Advisors
Massachusetts
$1.48M +$87.8K +2,820 +6%
FGA
322
Fortis Group Advisors
New Jersey
$1.47M -$21.4K -687 -1%
JCM
323
Jacobi Capital Management
Pennsylvania
$1.47M +$69.7K +2,239 +5%
Renaissance Technologies
324
Renaissance Technologies
New York
$1.46M +$1.47M +47,224 New
BAM
325
Brave Asset Management
New Jersey
$1.46M -$97.9K -3,143 -6%