PFF icon

iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
376
Headlands Technologies
Illinois
$1.13M
PA
377
PFG Advisors
Arizona
$1.11M
RA
378
Rockingstone Advisors
Massachusetts
$1.11M
FWP
379
Falcon Wealth Planning
California
$1.09M
PWM
380
Perigon Wealth Management
California
$1.09M
FFA
381
Farther Finance Advisors
California
$1.08M
CGH
382
CMG Global Holdings
Texas
$1.08M
NFTC
383
North Forty Two & Co
Oregon
$1.07M
CA
384
CGN Advisors
Kansas
$1.07M
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M
LPAM
386
Lodestar Private Asset Management
California
$1.07M
AWM
387
Accel Wealth Management
Iowa
$1.06M
EAN
388
Excelsior Advisor Network
Colorado
$1.05M
HWA
389
HCR Wealth Advisors
California
$1.05M
BTI
390
Blue Trust Inc
Georgia
$1.05M
RBC
391
Romano Brothers & Co
Illinois
$1.05M
IIM
392
Ipswich Investment Management
Massachusetts
$1.05M
RIA
393
Realta Investment Advisors
Delaware
$1.03M
PWA
394
Provenance Wealth Advisors
Florida
$1.03M
BCM
395
Bowie Capital Management
Texas
$1.02M
OFG
396
Orcam Financial Group
California
$1.02M
MWM
397
Meridian Wealth Management
Kentucky
$1.02M
MHR
398
Matthew Hamilton Rosenberg
$1.02M
KWMG
399
King Wealth Management Group
Florida
$1.01M
WB
400
WesBanco Bank
West Virginia
$1.01M