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
BWAM
476
Boyd Watterson Asset Management
Ohio
$773K
MAM
477
MMA Asset Management
Pennsylvania
$771K +$30.5K +980 +4%
WCP
478
Wealthcare Capital Partners
Pennsylvania
$770K +$197K +6,319 +34%
FWP
479
FAS Wealth Partners
Kansas
$768K +$2.77K +89 +0.4%
ORC
480
O'Rourke & Company
Massachusetts
$752K +$51K +1,638 +7%
CL
481
Choreo LLC
Illinois
$749K -$121K -3,894 -14%
Neuberger Berman Group
482
Neuberger Berman Group
New York
$746K +$29.6K +950 +4%
OFA
483
Oak Family Advisors
Illinois
$743K -$3.48M -111,752 -82%
Capital Fund Management (CFM)
484
Capital Fund Management (CFM)
France
$738K -$62.3K -2,000 -8%
AA
485
Aire Advisors
California
$733K +$5.64K +181 +0.8%
BB
486
Busey Bank
Illinois
$730K -$18.9K -606 -3%
I
487
INVST
Indiana
$726K -$2.34K -75 -0.3%
IWM
488
Integris Wealth Management
California
$714K +$14.7K +472 +2%
MC
489
Moors & Cabot
Massachusetts
$713K -$4.49K -144 -0.6%
JFG
490
Jefferies Financial Group
New York
$708K +$31.1K +1,000 +5%
VAM
491
Verity Asset Management
North Carolina
$708K -$640K -20,558 -47%
AWM
492
Activest Wealth Management
Florida
$707K +$623K +20,000 +702%
IC
493
IEQ Capital
California
$706K
CA
494
CoreCap Advisors
Michigan
$702K -$323K -10,360 -31%
PIM
495
Penobscot Investment Management
Massachusetts
$701K +$77.9K +2,500 +12%
BI
496
Breachway Investments
Rhode Island
$700K +$704K +22,604 New
AOWM
497
Alpha Omega Wealth Management
Virginia
$698K +$10.5K +338 +2%
CC
498
Cornerstone Capital
California
$696K -$5.76K -185 -0.8%
TCM
499
Traynor Capital Management
Pennsylvania
$690K -$16.8K -539 -2%
PS
500
Portfolio Strategies
New York
$687K +$47.1K +1,514 +7%