We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
751
Bank & Trust Company
Illinois
$288K
GG
752
GenWealth Group
New Jersey
$287K
NG
753
Norden Group
Utah
$287K +$26.6K +845 +10%
WAG
754
Winthrop Advisory Group
Massachusetts
$286K
EGA
755
E&G Advisors
Texas
$282K -$315 -10 -0.1%
ST
756
Smithfield Trust
Pennsylvania
$282K
LBC
757
Leigh Baldwin & Co
New York
$281K +$1.2K +38 +0.4%
PWM
758
Proathlete Wealth Management
Florida
$280K
QFA
759
Quantum Financial Advisors
California
$276K -$107K -3,400 -27%
AA
760
Apriem Advisors
California
$275K -$47K -1,490 -14%
MSFS
761
Main Street Financial Solutions
Pennsylvania
$274K -$4.82K -153 -2%
KMWM
762
Keudell/Morrison Wealth Management
Oregon
$273K -$26.8K -850 -9%
IW
763
Instrumental Wealth
Florida
$272K +$5.36K +170 +2%
MCFP
764
Mallini Complete Financial Planning
Florida
$271K
IF
765
Ironwood Financial
Arizona
$270K -$4.79K -152 -2%
ACA
766
Aptus Capital Advisors
Alabama
$270K +$8.36K +265 +3%
MA
767
MKT Advisors
California
$268K
1WA
768
180 Wealth Advisors
Washington
$268K
CAP
769
Columbia Advisory Partners
Washington
$267K +$24.9K +790 +10%
LWM
770
LJI Wealth Management
Indiana
$267K -$10.4K -330 -4%
GWM
771
Greenwich Wealth Management
Connecticut
$265K +$32.1K +1,017 +13%
MIM
772
Moseley Investment Management
Florida
$264K +$55.5K +1,761 +26%
BWP
773
Balboa Wealth Partners
Arizona
$264K +$32 +1 +0%
FNC
774
First National Corp
Massachusetts
$263K -$2.21M -69,951 -89%
Financial Engines Advisors
775
Financial Engines Advisors
California
$262K -$2.27K -72 -0.8%