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
12.22%
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
LCM
801
Lazari Capital Management
California
$222K -$32.7K -1,050 -13%
JAG
802
Journey Advisory Group
Kentucky
$221K -$96.5K -3,100 -30%
BC
803
Barrett & Company
Rhode Island
$221K +$716 +23 +0.3%
AWS
804
Arkfeld Wealth Strategies
Nebraska
$220K -$12K -385 -5%
FPAS
805
Focus Partners Advisor Solutions
Missouri
$220K -$327K -10,507 -60%
FWM
806
Finer Wealth Management
Massachusetts
$219K -$48K -1,541 -18%
PF
807
Prota Financial
Texas
$218K +$219K +7,044 New
SMH
808
Sanders Morris Harris
Texas
$218K
ST
809
Smithfield Trust
Pennsylvania
$217K -$63.3K -2,034 -23%
TCA
810
Transcend Capital Advisors
New Jersey
$216K -$354K -11,377 -62%
IFA
811
Interactive Financial Advisors
Illinois
$215K -$70.4K -2,260 -25%
SCP
812
Silverleafe Capital Partners
Tennessee
$215K +$2.43K +78 +1%
TCM
813
Triumph Capital Management
Colorado
$215K -$3.18K -102 -1%
LA
814
Lifeworks Advisors
Michigan
$213K -$147K -4,736 -41%
OA
815
Oxbow Advisors
Texas
$212K
IAA
816
Independent Advisor Alliance
North Carolina
$211K +$212K +6,810 New
AIC
817
Archer Investment Corporation
Indiana
$211K -$3.55K -114 -2%
WFA
818
Websterrogers Financial Advisors
South Carolina
$211K -$31.9K -1,024 -13%
AA
819
Armis Advisers
Georgia
$210K -$19.6K -629 -8%
TAM
820
Tocqueville Asset Management
New York
$210K
B
821
Bensler
Washington
$210K -$32.6K -1,047 -13%
SFP
822
Sandbox Financial Partners
Maryland
$209K
OFS
823
OneAscent Financial Services
Alabama
$208K -$8.41K -270 -4%
VT
824
Vise Technologies
New York
$208K +$209K +6,709 New
GI
825
GAMMA Investing
California
$207K -$102K -3,267 -33%