We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
926
Cornerstone National Bank & Trust
Illinois
$30.7K
ICM
927
Islay Capital Management
Texas
$30.7K
S
928
SignatureFD
Georgia
$30.7K
CNBTD
929
Citizens National Bank Trust Department
Mississippi
$30.7K +$31.5K +1,000 New
ME
930
McIlrath & Eck
Washington
$29.8K
SL
931
Salomon & Ludwin
Virginia
$29.8K
CSC
932
Caldwell Sutter Capital
California
$27.6K -$29.9K -950 -51%
GGI
933
Godsey & Gibb Inc
Virginia
$26.9K
YP
934
YANKCOM Partnership
South Dakota
$26.5K
CFFP
935
Center for Financial Planning
Michigan
$26.1K +$26.8K +850 New
GSWM
936
Golden State Wealth Management
California
$26K -$158 -5 -0.6%
LC
937
Luminist Capital
Michigan
$25.1K -$11.8K -373 -31%
IAS
938
IMA Advisory Services
Colorado
$24.8K -$3M -95,214 -99%
GBT
939
Grove Bank & Trust
Florida
$24.6K +$25.2K +800 New
GWP
940
Gen-Wealth Partners
Michigan
$23.4K
SAM
941
S.A. Mason
Michigan
$22.7K
OFG
942
Oxford Financial Group
Indiana
$21.5K
AFS
943
Anderson Financial Strategies
Ohio
$21.5K +$22.1K +700 New
RF
944
Robbins Farley
New Hampshire
$21.3K +$788 +25 +4%
SFGP
945
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$21.1K
WA
946
WPG Advisers
Maryland
$19.5K -$5.58K -177 -22%
CTA
947
Colonial Trust Advisors
South Carolina
$19.2K
GCM
948
Gables Capital Management
Florida
$18.7K
CAL
949
Capital Analysts LLC
Pennsylvania
$18K +$15.8K +500 +532%
VWWMG
950
Vermillion & White Wealth Management Group
Pennsylvania
$17K -$4.45K -141 -20%