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
SAG
426
SageView Advisory Group
California
$948K -$728K -23,368 -43%
CFO
427
Colony Family Offices
North Carolina
$946K +$251K +8,055 +36%
RSF
428
Rik Saylor Financial
Ohio
$946K -$44.6K -1,433 -4%
PWMAG
429
Pinnacle Wealth Management Advisory Group
New Jersey
$940K -$397K -12,760 -30%
CFG
430
Citizens Financial Group
Rhode Island
$940K -$1.21M -38,911 -56%
EFG
431
Ethos Financial Group
Pennsylvania
$937K +$134K +4,317 +17%
SCA
432
Snowden Capital Advisors
New York
$937K -$256K -8,231 -21%
MA
433
Mezzasalma Advisors
New Jersey
$931K +$435K +13,970 +88%
GAM
434
Grandview Asset Management
Pennsylvania
$930K -$110K -3,527 -11%
BAM
435
Belpointe Asset Management
Nevada
$927K +$358K +11,500 +62%
PTC
436
Private Trust Company
Ohio
$911K -$20.9K -671 -2%
BCI
437
Brinker Capital Investments
Pennsylvania
$911K -$40.4K -1,296 -4%
IAG
438
Investment Advisory Group
Massachusetts
$902K +$1.06K +34 +0.1%
PIMG
439
Patriot Investment Management Group
Tennessee
$902K -$1.56K -50 -0.2%
BMA
440
Brooks Moore & Associates
Tennessee
$901K +$906K +29,100 New
GS
441
GWN Securities
Florida
$893K +$108K +3,457 +14%
CIA
442
Capital Investment Advisors
Georgia
$891K +$57.4K +1,842 +7%
NAS
443
Nicolet Advisory Services
Wisconsin
$891K +$11.5K +369 +1%
SIA
444
Sage Investment Advisers
New York
$885K +$890K +28,578 New
SWM
445
Spire Wealth Management
Virginia
$882K -$624K -20,021 -41%
SRC
446
Sage Rhino Capital
California
$879K +$29.4K +945 +3%
AGWCA
447
Annis Gardner Whiting Capital Advisors
Florida
$871K +$287K +9,223 +49%
WSFS
448
Wilmington Savings Fund Society
Delaware
$870K -$90.3K -2,901 -9%
KOMWMG
449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$870K +$95.6K +3,071 +12%
FA
450
Fiduciary Alliance
South Carolina
$870K +$139K +4,451 +19%