PFF icon

iShares Preferred and Income Securities ETF

974 hedge funds and large institutions have $5.36B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 427 reducing their positions, and 94 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:

25% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 427

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 94

78% less call options, than puts

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

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
CPA
526
Cardiff Park Advisors
California
$566K
VWA
527
VERITY Wealth Advisors
United States
$564K
GS
528
GWN Securities
Florida
$559K
CFS
529
Coordinated Financial Services
Colorado
$557K
BBL
530
Beck Bode LLC
Massachusetts
$554K
CIBC World Market
531
CIBC World Market
Ontario, Canada
$549K
BCWM
532
Bartlett & Co Wealth Management
Ohio
$547K
KWA
533
Kingswood Wealth Advisors
California
$547K
First Manhattan
534
First Manhattan
New York
$544K
CA
535
CoreCap Advisors
Michigan
$542K
AWM
536
Avior Wealth Management
Nebraska
$533K
SCM
537
Sage Capital Management
New Jersey
$533K
WBG
538
Wharton Business Group
Pennsylvania
$532K
EFG
539
Ehrlich Financial Group
California
$531K
ACA
540
Aptus Capital Advisors
Alabama
$529K
BKA
541
Brick & Kyle Associates
Pennsylvania
$527K
PCFFS
542
Pacific Center for Financial Services
California
$524K
MA
543
Mezzasalma Advisors
New Jersey
$520K
PCM
544
Princeton Capital Management
New Jersey
$518K
AWM
545
AE Wealth Management
Kansas
$518K
AAS
546
Annex Advisory Services
Wisconsin
$516K
DCM
547
Delta Capital Management
New Jersey
$515K
CIAS
548
Capital Investment Advisory Services
North Carolina
$512K
SC
549
Stolper & Co
Oklahoma
$509K
WWM
550
Western Wealth Management
Colorado
$506K