PFF icon

iShares Preferred and Income Securities ETF

967 hedge funds and large institutions have $5.33B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
-42
Holders Change %
-4.16%
% of All Funds
12.96%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
68
Increased
320
Reduced
425
Closed
94
Calls
$7.13M
Puts
$33M
Net Calls
-$25.8M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
601
Continuum Advisory
Idaho
$408K -$21.7K -707 -5%
AAS
602
Ameritas Advisory Services
Nebraska
$408K -$814K -26,536 -67%
TA
603
TFB Advisors
Kansas
$406K +$5.8K +189 +1%
TPW
604
Tiller Private Wealth
Pennsylvania
$405K +$64.5K +2,099 +19%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$403K -$414K -13,504 -51%
BF
606
BOK Financial
Oklahoma
$402K
RFA
607
Register Financial Advisors
Georgia
$402K +$31.2K +1,017 +8%
LWM
608
LJI Wealth Management
Indiana
$402K +$136K +4,420 +51%
OCM
609
Objective Capital Management
Ohio
$401K -$627K -20,431 -61%
SW
610
SkyOak Wealth
Michigan
$401K -$58.3K -1,900 -13%
MWM
611
MGB Wealth Management
Texas
$398K +$44.3K +1,445 +13%
FSA
612
Fort Sheridan Advisors
Illinois
$396K +$8.44K +275 +2%
BFG
613
Beacon Financial Group
Texas
$392K +$1.99K +65 +0.5%
AMG
614
Advisors Management Group
Wisconsin
$392K -$19.9K -647 -5%
AF
615
Apollon Financial
South Carolina
$391K -$4.14K -135 -1%
HCA
616
Harbour Capital Advisors
Virginia
$391K -$3.71K -120 -0.9%
KFS
617
Keynote Financial Services
Connecticut
$389K -$12.3K -400 -3%
RCA
618
Ranch Capital Advisors
Florida
$389K +$5.12K +167 +1%
MYIA
619
Mount Yale Investment Advisors
Colorado
$387K -$140K -4,550 -27%
SMC
620
Smith, Moore & Co
Missouri
$386K +$614 +20 +0.2%
CCB
621
Country Club Bank
Missouri
$386K -$31.8K -1,038 -8%
CCAL
622
City Center Advisors LLC
Michigan
$386K -$125K -4,075 -24%
DWA
623
Douglass Winthrop Advisors
New York
$384K
TWM
624
Tradition Wealth Management
Minnesota
$383K -$4.76K -155 -1%
CAM
625
Creekmur Asset Management
Illinois
$382K +$382K +12,459 +1,245,900%