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
GCM
926
Gables Capital Management
Florida
$18.9K
JWA
927
JFS Wealth Advisors
Pennsylvania
$18.6K
CBT
928
CoreFirst Bank & Trust
Kansas
$18.6K
NECFA
929
New England Capital Financial Advisors
Connecticut
$18.5K
VWWMG
930
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
AP
931
Atwood & Palmer
Missouri
$16.7K
CT
932
Coastline Trust
Rhode Island
$16.3K
NRG
933
Nemes Rush Group
Michigan
$16.1K
FPB
934
First PREMIER Bank
South Dakota
$16K
KCM
935
Key Capital Management
Tennessee
$15.7K
MSFP
936
Mark Sheptoff Financial Planning
Connecticut
$15.5K
HCM
937
Horrell Capital Management
Arkansas
$15.5K
GPFA
938
Game Plan Financial Advisors
Ohio
$15.5K
IAS
939
IMA Advisory Services
Colorado
$15.2K
HHCP
940
Hilton Head Capital Partners
South Carolina
$13.9K
BAM
941
Byrne Asset Management
New Jersey
$13.2K
MCA
942
McGuire Capital Advisors
Oklahoma
$12.6K
EWM
943
EPG Wealth Management
Georgia
$12.6K
SA
944
Strategic Advocates
Utah
$12.4K
OFG
945
Oxford Financial Group
Indiana
$12.4K
AW
946
Ankerstar Wealth
Texas
$12.2K
IIM
947
IFC & Insurance Marketing
California
$12K
OSAM
948
O'Shaughnessy Asset Management
Connecticut
$11.9K
WAS
949
Winch Advisory Services
Wisconsin
$11.7K
TC
950
Trust Company
Kansas
$11.3K