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
ICM
901
Islay Capital Management
Texas
$31K
CNBT
902
Cornerstone National Bank & Trust
Illinois
$31K
SL
903
Salomon & Ludwin
Virginia
$30.4K
BWL
904
Bogart Wealth LLC
Virginia
$30.4K
ME
905
McIlrath & Eck
Washington
$30K
CC
906
Corsicana & Co
Texas
$28.5K
FRA
907
Front Row Advisors
California
$28.5K
CAL
908
Capital Analysts LLC
Pennsylvania
$28K
GGI
909
Godsey & Gibb Inc
Virginia
$27.1K
CSC
910
Caldwell Sutter Capital
California
$26.8K
OC
911
Optima Capital
Oregon
$26.5K
KG
912
Kilter Group
New York
$25.1K
PMFA
913
Plante Moran Financial Advisors
Michigan
$24.1K
PRAG
914
Portfolio Resources Advisor Group
Florida
$23.8K
GSWM
915
Golden State Wealth Management
California
$23.6K
BHWM
916
Beaird Harris Wealth Management
Texas
$23.1K
1IA
917
1620 Investment Advisors
Massachusetts
$21.7K
HPC
918
HM Payson & Co
Maine
$21.7K
PSB
919
Piscataqua Savings Bank
New Hampshire
$21.2K
RRAL
920
RED REEF ADVISORS LLC
Florida
$21.1K
EWP
921
Elevation Wealth Partners
California
$20.7K
PPL
922
Planning Project LLC
Texas
$20K
GWM
923
Grand Wealth Management
Michigan
$19.8K
GTAM
924
Global Trust Asset Management
Florida
$19.7K
CTA
925
Colonial Trust Advisors
South Carolina
$19.4K