We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,005 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

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

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.23%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
Welch & Forbes
Massachusetts
$18.4M -$1.59M -51,064 -8%
Deutsche Bank
52
Deutsche Bank
Germany
$18.3M -$96.5K -3,100 -0.5%
IWS
53
Insight Wealth Strategies
California
$17.8M -$10.2M -326,037 -36%
Citigroup
54
Citigroup
New York
$17.7M -$599K -19,247 -3%
CAP
55
Cordoba Advisory Partners
New York
$17.5M +$17.6M +565,622 New
MML Investors Services
56
MML Investors Services
Massachusetts
$17.5M -$1.07M -34,405 -6%
KAS
57
Kestra Advisory Services
Texas
$17.4M +$132K +4,243 +0.8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$16.7M +$349K +11,217 +2%
SIA
59
SeaBridge Investment Advisors
New Jersey
$16M -$2.62M -84,116 -14%
SI
60
Stephens Inc
Arkansas
$15.9M -$3.96M -127,148 -20%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$15.7M +$2.16M +69,454 +16%
P
62
&Partners
Tennessee
$14.6M +$1.9M +60,969 +15%
PI
63
Parkside Investments
Illinois
$14.4M -$712K -22,856 -5%
RSWM
64
Robertson Stephens Wealth Management
California
$13.8M -$137K -4,384 -1%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$13.6M +$1.2M +38,668 +10%
SS
66
SBI Securities
Japan
$13.2M -$596K -19,150 -4%
BI
67
Ballast Inc
Kentucky
$12.9M +$574K +18,444 +5%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$12.7M -$3.8M -122,051 -23%
NA
69
NewEdge Advisors
Louisiana
$12.7M +$825K +26,481 +7%
SC
70
Swan Capital
Florida
$12.7M +$1.6M +51,281 +14%
FBB
71
Fulton Breakefield Broenniman
Maryland
$12.6M -$217K -6,973 -2%
SA
72
Sanctuary Advisors
Indiana
$12.2M -$1.66M -53,182 -12%
CI
73
Conning Inc
Connecticut
$12.1M
FCBT
74
First Citizens Bank & Trust
North Carolina
$12.1M -$739K -23,718 -6%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$11.1M +$459K +14,738 +4%