PFF icon

iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

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

Holders
992
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
GT
576
Glenmede Trust
Pennsylvania
$487K
WTC
577
WhitTier Trust Company
Nevada
$485K
BKA
578
Brick & Kyle Associates
Pennsylvania
$483K
BCWM
579
Bartlett & Co Wealth Management
Ohio
$483K
IPA
580
Investment Planning Advisors
Georgia
$483K
E
581
Entelevest
Florida
$482K
ECM
582
Evergreen Capital Management
Washington
$481K
FF
583
Formulate Financial
Florida
$477K
DWS
584
Dynamic Wealth Strategies
California
$476K
FH
585
FWG Holdings
Florida
$473K
OCM
586
One Capital Management
California
$472K
KJWM
587
Kiley Juergens Wealth Management
Washington
$469K
HH
588
Hilltop Holdings
Texas
$465K
IWC
589
Integrated Wealth Concepts
Massachusetts
$465K
BBL
590
Beck Bode LLC
Massachusetts
$464K
CKAIS
591
Christensen King & Associates Investment Services
Washington
$463K
SCM
592
Sage Capital Management
New Jersey
$460K
UB
593
UMB Bank
Missouri
$456K
SM
594
Sweeney & Michel
California
$453K
BCM
595
Boreal Capital Management
Florida
$452K
AFP
596
Ausdal Financial Partners
Iowa
$444K
CWP
597
Cyndeo Wealth Partners
Florida
$443K
CAWM
598
Capital Advisors Wealth Management
Washington
$442K
EA
599
Eclectic Associates
California
$442K
VA
600
Valmark Advisers
Ohio
$440K