PFF icon

iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
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
PTC
426
Private Trust Company
Ohio
$911K
BCI
427
Brinker Capital Investments
Pennsylvania
$911K
IAG
428
Investment Advisory Group
Massachusetts
$902K
PIMG
429
Patriot Investment Management Group
Tennessee
$902K
BMA
430
Brooks Moore & Associates
Tennessee
$901K
GS
431
GWN Securities
Florida
$893K
CIA
432
Capital Investment Advisors
Georgia
$891K
NAS
433
Nicolet Advisory Services
Wisconsin
$891K
SIA
434
Sage Investment Advisers
New York
$885K
SWM
435
Spire Wealth Management
Virginia
$882K
SRC
436
Sage Rhino Capital
California
$879K
AGWCA
437
Annis Gardner Whiting Capital Advisors
Florida
$871K
WSFS
438
Wilmington Savings Fund Society
Delaware
$870K
KOMWMG
439
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$870K
FA
440
Fiduciary Alliance
South Carolina
$870K
WHCFA
441
William Howard & Co Financial Advisors
Tennessee
$870K
AUB
442
Atlantic Union Bankshares
Virginia
$865K
AIM
443
Advyzon Investment Management
Illinois
$852K
PFS
444
Prospect Financial Services
New York
$851K
SS
445
Sunbelt Securities
Texas
$851K
B
446
Bellecapital
Switzerland
$836K
CT
447
Caldwell Trust
Florida
$834K
KCWM
448
Kane Co Wealth Management
Iowa
$830K
NSIM
449
North Star Investment Management
Illinois
$827K
WT
450
Whittier Trust
California
$823K