PFF icon

iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$627K
PIM
502
Penobscot Investment Management
Massachusetts
$626K
LWA
503
Lineweaver Wealth Advisors
Ohio
$623K
DA
504
Dover Advisors
Virginia
$619K
MWM
505
Melfa Wealth Management
Massachusetts
$615K
WIC
506
Woodmont Investment Counsel
Tennessee
$611K
RTC
507
Real Talk Capital
Tennessee
$604K
AWA
508
Arete Wealth Advisors
Illinois
$603K
BL
509
BCWM LLC
Kansas
$597K
AWE
510
Avidian Wealth Enterprises
Texas
$596K
KA
511
Kovack Advisors
Florida
$595K
WC
512
Whitney & Co
New York
$594K
BPA
513
Beacon Pointe Advisors
California
$593K
KLCM
514
KG&L Capital Management
Louisiana
$587K
MCA
515
MSH Capital Advisors
Arizona
$584K
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$580K
MA
517
MONECO Advisors
Connecticut
$579K
TA
518
TrueWealth Advisors
Alabama
$579K
CFD
519
Creative Financial Designs
Indiana
$578K
SWP
520
Summit Wealth Partners
Florida
$576K
EAM
521
Everstar Asset Management
North Carolina
$574K
MWM
522
Mission Wealth Management
California
$574K
IA
523
Integrity Alliance
Iowa
$573K
PP
524
Patten & Patten
Tennessee
$572K
EDRH
525
Edmond de Rothschild Holding
Switzerland
$571K