PFF icon

iShares Preferred and Income Securities ETF

992 hedge funds and large institutions have $5.5B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 393 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)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

15% less call options, than puts

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

Holders
992
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
S
851
SignatureFD
Georgia
$92K
AFG
852
Albion Financial Group
Utah
$91.3K
NSG
853
Nalls Sherbakoff Group
Tennessee
$88.7K
VWM
854
Vermillion Wealth Management
Minnesota
$88.6K
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$86K
LWM
856
Lodestone Wealth Management
Washington
$85K
ECA
857
Elevated Capital Advisors
Utah
$84.8K
VNIM
858
Vaughan Nelson Investment Management
Texas
$84.7K
PP
859
Pacifica Partners
Canada
$84.7K
WB
860
Webster Bank
Connecticut
$80.6K
PW
861
Pandora Wealth
Illinois
$77.4K
CFD
862
Creative Financial Designs
Indiana
$76.5K
WIM
863
Westside Investment Management
California
$76.1K
RS
864
Rakuten Securities
Japan
$74.7K
WOSD
865
WFA of San Diego
California
$74.5K
RMC
866
Resources Management Corp
Connecticut
$74K
CPG
867
Cornerstone Planning Group
New Jersey
$73.3K
RPC
868
Rossmore Private Capital
Connecticut
$69.7K
TFGT
869
TS Financial Group (TSFG)
Illinois
$65K
FFA
870
Founders Financial Alliance
North Carolina
$63.8K
PCA
871
Providence Capital Advisors
North Carolina
$63.7K
VWM
872
Valley Wealth Managers
New Jersey
$62.3K
B
873
Bayban
Minnesota
$61.9K
LC
874
Luminist Capital
Michigan
$61.1K
PR
875
Payden & Rygel
California
$61K