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
PC
376
Prairiewood Capital
North Dakota
$1.24M -$149K -4,740 -10%
SC
377
Sierra Capital
Florida
$1.24M -$140K -4,430 -10%
SW
378
Simplicity Wealth
New Jersey
$1.23M +$66.4K +2,105 +6%
WHG
379
Westwood Holdings Group
Texas
$1.22M +$66K +2,094 +6%
PWA
380
Primoris Wealth Advisors
Florida
$1.22M -$152K -4,835 -11%
PTC
381
Private Trust Company
Ohio
$1.22M -$24.2K -767 -2%
AWM
382
AE Wealth Management
Kansas
$1.21M -$1.01M -32,150 -45%
CGH
383
CMG Global Holdings
Texas
$1.21M -$20.3K -645 -2%
APWM
384
Argonautica Private Wealth Management
Massachusetts
$1.21M -$372K -11,810 -23%
Tudor Investment Corp
385
Tudor Investment Corp
Connecticut
$1.2M -$828K -26,251 -40%
PI
386
PFG Investments
New York
$1.19M -$233K -7,386 -16%
IWP
387
Invenio Wealth Partners
Florida
$1.19M -$13.6K -432 -1%
MC
388
Mathes Company
New York
$1.19M -$47.3K -1,500 -4%
NFTC
389
North Forty Two & Co
Oregon
$1.18M +$31.5K +1,000 +3%
RA
390
Rockingstone Advisors
Massachusetts
$1.18M -$313K -9,930 -21%
JCM
391
Jacobi Capital Management
Pennsylvania
$1.15M +$374K +11,848 +46%
WSFS
392
Wilmington Savings Fund Society
Delaware
$1.15M -$12.1K -384 -1%
IIM
393
Ipswich Investment Management
Massachusetts
$1.15M
MLM
394
Mount Lucas Management
Pennsylvania
$1.14M -$1.5M -47,453 -56%
TPW
395
Talon Private Wealth
Florida
$1.14M -$560K -17,750 -32%
FPGK
396
Financial Partners Group (Kansas)
Kansas
$1.13M
RHIG
397
R.H. Investment Group
Arizona
$1.12M
CANC
398
Culbertson A N & Co
Virginia
$1.12M -$80.1K -2,540 -7%
BOM
399
Bank of Marin
California
$1.1M +$136K +4,304 +14%
PIMG
400
Patriot Investment Management Group
Tennessee
$1.1M +$347 +11 +0%