PFF icon

iShares Preferred and Income Securities ETF

1,002 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 120 funds opening new positions, 346 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

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

Holders
1,002
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
851
NVWM LLC
Pennsylvania
$139K
CI
852
CX Institutional
Indiana
$135K
MWA
853
Medallion Wealth Advisors
Connecticut
$130K
CTWM
854
Cherry Tree Wealth Management
Minnesota
$123K
LFASL
855
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
SAM
856
Smartleaf Asset Management
Massachusetts
$118K
USB
857
Union Savings Bank
Connecticut
$110K
HPIA
858
Hamilton Point Investment Advisors
North Carolina
$107K
BTD
859
BankPlus Trust Department
Mississippi
$92.9K
S
860
SignatureFD
Georgia
$92K
AFG
861
Albion Financial Group
Utah
$91.3K
NSG
862
Nalls Sherbakoff Group
Tennessee
$88.7K
VWM
863
Vermillion Wealth Management
Minnesota
$88.6K
PWPS
864
Pinnacle Wealth Planning Services
Ohio
$86K
LWM
865
Lodestone Wealth Management
Washington
$85K
ECA
866
Elevated Capital Advisors
Utah
$84.8K
VNIM
867
Vaughan Nelson Investment Management
Texas
$84.7K
PP
868
Pacifica Partners
Canada
$84.7K
WB
869
Webster Bank
Connecticut
$80.6K
PW
870
Pandora Wealth
Illinois
$77.4K
CFD
871
Creative Financial Designs
Indiana
$76.5K
WIM
872
Westside Investment Management
California
$76.1K
RS
873
Rakuten Securities
Japan
$74.7K
WOSD
874
WFA of San Diego
California
$74.5K
RMC
875
Resources Management Corp
Connecticut
$74K