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
12.22%
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
MHR
401
Matthew Hamilton Rosenberg
$1.02M +$6.07K +195 +0.6%
KWMG
402
King Wealth Management Group
Florida
$1.01M -$46.6K -1,496 -4%
WB
403
WesBanco Bank
West Virginia
$1.01M -$35.2K -1,131 -3%
JSW
404
Journey Strategic Wealth
New Jersey
$1.01M -$527K -16,922 -34%
HWM
405
Howard Wealth Management
Connecticut
$1,000K -$86.3K -2,771 -8%
CANC
406
Culbertson A N & Co
Virginia
$1,000K -$9.34K -300 -0.9%
NAG
407
Northstar Advisory Group
New Jersey
$998K -$25.3K -813 -2%
SEP
408
Signature Equity Partners
Ohio
$996K +$1M +32,182 New
SWA
409
Sax Wealth Advisors
New Jersey
$996K -$23.1K -741 -2%
OMC
410
Old Mission Capital
Illinois
$994K -$303K -9,716 -23%
PC
411
Prairiewood Capital
North Dakota
$993K +$119K +3,817 +14%
CAG
412
Crestwood Advisors Group
Massachusetts
$992K -$50.6K -1,625 -5%
CWM
413
Calamos Wealth Management
Illinois
$990K +$631K +20,273 +173%
TCM
414
Telos Capital Management
California
$988K +$11.6K +374 +1%
LAM
415
LOM Asset Management
$981K +$271K +8,690 +38%
SFG
416
Seamount Financial Group
Colorado
$978K +$187K +5,990 +23%
USCWA
417
U.S. Capital Wealth Advisors
Texas
$973K +$370K +11,891 +61%
VFG
418
V2 Financial group
Illinois
$973K +$293K +9,421 +43%
WIC
419
Woodmont Investment Counsel
Tennessee
$972K +$437K +14,035 +81%
HTC
420
Haverford Trust Company
Pennsylvania
$968K +$65.9K +2,115 +7%
PCS
421
Private Client Services
Kentucky
$967K +$16.4K +525 +2%
BRM
422
Boston Research & Management
Massachusetts
$964K +$536K +17,213 +123%
CWRP
423
Cassady Wealth & Retirement Planning
Nevada
$961K +$967K +31,040 New
Jane Street
424
Jane Street
New York
$952K +$554K +17,800 +137%
WWM
425
Whalen Wealth Management
Nevada
$949K +$954K +30,649 New