PFF icon

iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
626
Hexagon Capital Partners
Arkansas
$416K +$307 +10 +0.1%
AIS
627
AM Investment Strategies
Tennessee
$416K -$413K -13,449 -50%
EA
628
Eclectic Associates
California
$415K -$6.3K -205 -1%
TCM
629
Triumph Capital Management
Colorado
$414K -$30.7K -998 -7%
USCWA
630
U.S. Capital Wealth Advisors
Texas
$413K -$45.6K -1,483 -10%
FFG
631
Fortem Financial Group
California
$412K -$25.7K -837 -6%
AMG
632
Advisors Management Group
Wisconsin
$412K -$14.7M -478,365 -97%
TSWM
633
Tyler-Stone Wealth Management
Ohio
$412K +$1.08K +35 +0.3%
AG
634
AmeriFlex Group
Nevada
$412K -$307 -10 -0.1%
PP
635
Prudential plc
United Kingdom
$409K
MQWP
636
Morey & Quinn Wealth Partners
Nebraska
$409K -$3.07K -100 -0.7%
WHC
637
Wulff, Hansen & Co
California
$408K -$10.1K -330 -2%
FFO
638
Fortitude Family Office
Arizona
$403K +$72.9K +2,371 +22%
BF
639
BOK Financial
Oklahoma
$403K -$7.1K -231 -2%
SBH
640
Segall Bryant & Hamill
Illinois
$402K +$44.5K +1,448 +12%
KFS
641
Keynote Financial Services
Connecticut
$402K +$1.23K +40 +0.3%
TA
642
TFB Advisors
Kansas
$401K -$8.6K -280 -2%
PMA
643
Prudent Man Advisors
Illinois
$400K +$175K +5,700 +78%
FGA
644
Fortis Group Advisors
New Jersey
$398K -$1.93M -62,656 -83%
AIM
645
Advyzon Investment Management
Illinois
$397K +$56.1K +1,827 +16%
AF
646
Apollon Financial
South Carolina
$396K
CFS
647
CRA Financial Services
New Jersey
$392K -$9.13K -297 -2%
BFG
648
Beacon Financial Group
Texas
$391K -$220K -7,154 -36%
TWM
649
Tradition Wealth Management
Minnesota
$389K -$34.6K -1,125 -8%
FSA
650
Fort Sheridan Advisors
Illinois
$388K -$23K -750 -6%