PFF icon

iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
776
Red Crane Wealth Management
California
$234K
OIA
777
Optimum Investment Advisors
Illinois
$233K
CWM
778
C2C Wealth Management
Arizona
$233K
OFS
779
OneAscent Financial Services
Alabama
$232K
AA
780
Apriem Advisors
California
$232K
NG
781
Norden Group
Utah
$231K
CGA
782
Crescent Grove Advisors
Illinois
$231K
BSHC
783
Breed's Hill Capital
Massachusetts
$231K
FMC
784
First Merchants Corp
Indiana
$228K
IWP
785
Insight Wealth Partners
Texas
$228K
MLA
786
My Legacy Advisors
Oregon
$228K
AWS
787
Arkfeld Wealth Strategies
Nebraska
$227K
AWP
788
Axis Wealth Partners
Rhode Island
$225K
AA
789
Alesco Advisors
New York
$225K
BA
790
Bristlecone Advisors
Washington
$224K
ZIM
791
Zacks Investment Management
Illinois
$224K
AF
792
Advisornet Financial
Minnesota
$224K
WA
793
Wealthstar Advisors
Texas
$224K
WFA
794
Websterrogers Financial Advisors
South Carolina
$223K
TCM
795
Triumph Capital Management
Colorado
$222K
KFI
796
Key Financial Inc
Pennsylvania
$222K
PWM
797
Pines Wealth Management
North Carolina
$220K
HAG
798
HF Advisory Group
Maryland
$220K
TCM
799
Tran Capital Management
California
$218K
CP
800
Cumberland Partners
Ontario, Canada
$216K