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
SCA
326
Stokes Capital Advisors
South Carolina
$1.54M -$435K -13,813 -22%
CA
327
Carson Advisory
Georgia
$1.53M +$66.2K +2,100 +4%
ACM
328
Arcataur Capital Management
Wisconsin
$1.53M -$66.5K -2,110 -4%
NS
329
NBC Securities
Alabama
$1.53M +$1.56M +49,617 +99,234%
FI
330
Financial Insights
Washington
$1.52M +$115K +3,632 +8%
BWG
331
Balanced Wealth Group
Ohio
$1.52M -$9.68K -307 -0.6%
SBIA
332
Sheaff Brock Investment Advisors
Indiana
$1.52M -$16K -509 -1%
SRC
333
Shufro Rose & Co
New York
$1.5M -$66.2K -2,100 -4%
ACP
334
Aviance Capital Partners
Florida
$1.47M +$90.4K +2,867 +6%
FNT
335
First National Trust
Pennsylvania
$1.46M -$252K -7,998 -14%
CHC
336
City Holding Co
West Virginia
$1.46M -$47.2K -1,496 -3%
FCM
337
Fogel Capital Management
Florida
$1.46M +$31.5K +1,000 +2%
PFS
338
Prospect Financial Services
New York
$1.46M -$101K -3,189 -6%
OHWP
339
Oak Harbor Wealth Partners
North Carolina
$1.45M +$38.9K +1,233 +3%
BCM
340
Bluefin Capital Management
New York
$1.45M +$1.48M +47,040 New
SSW
341
Stone Summit Wealth
Florida
$1.44M +$492K +15,605 +50%
CGA
342
Crescent Grove Advisors
Illinois
$1.43M +$53.8K +1,708 +4%
MCC
343
Money Concepts Capital
Florida
$1.42M +$10.4K +331 +0.7%
VAM
344
Verity Asset Management
North Carolina
$1.41M +$724K +22,967 +101%
EWA
345
Etesian Wealth Advisors
Oregon
$1.4M -$68K -2,156 -5%
FA
346
FC Advisory
Pennsylvania
$1.4M +$67.7K +2,148 +5%
ASN
347
Advisory Services Network
Georgia
$1.39M -$203K -6,443 -12%
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M +$1.13M +35,739 +386%
NB
349
Northwest Bancshares
Pennsylvania
$1.37M -$106K -3,378 -7%
PWW
350
Pettyjohn Wood & White
Virginia
$1.36M -$38.6K -1,225 -3%