PFF icon

iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 94

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAC
351
Harbor Advisory Corp
New Hampshire
$1.28M
FNT
352
First National Trust
Pennsylvania
$1.28M
FGA
353
Fortis Group Advisors
New Jersey
$1.27M
DFG
354
Delphi Financial Group
Delaware
$1.27M
FCM
355
Fogel Capital Management
Florida
$1.27M
SA
356
Stonebridge Advisors
Connecticut
$1.25M
HWA
357
HCR Wealth Advisors
California
$1.25M
CGH
358
CMG Global Holdings
Texas
$1.25M
BWG
359
Balanced Wealth Group
Ohio
$1.24M
GC
360
Guggenheim Capital
Illinois
$1.23M
APWM
361
Argonautica Private Wealth Management
Massachusetts
$1.22M
CAAM
362
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M
SCA
363
Snowden Capital Advisors
New York
$1.19M
Franklin Resources
364
Franklin Resources
California
$1.19M
WHG
365
Westwood Holdings Group
Texas
$1.18M
NFTC
366
North Forty Two & Co
Oregon
$1.18M
WCM
367
Whitener Capital Management
North Carolina
$1.18M
IWP
368
Invenio Wealth Partners
Florida
$1.18M
MT
369
Midwest Trust
Kansas
$1.18M
RA
370
Rockingstone Advisors
Massachusetts
$1.17M
AC
371
AlphaCore Capital
California
$1.17M
PWA
372
Primoris Wealth Advisors
Florida
$1.16M
TBT
373
Texas Bank & Trust
Texas
$1.16M
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M
MFG
375
Merit Financial Group
Georgia
$1.15M