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
SR
951
Syntax Research
Florida
$16.5K -$19.1K -607 -53%
FPB
952
First PREMIER Bank
South Dakota
$16K +$2.46K +78 +18%
NRG
953
Nemes Rush Group
Michigan
$16K
PPC
954
Park Place Capital
Alabama
$15.7K +$16.1K +510 New
HCM
955
Horrell Capital Management
Arkansas
$15.4K
M
956
MOTCO
Texas
$15.4K
TC
957
Trust Company
Kansas
$15.4K +$15.8K +500 New
CCM
958
Coldstream Capital Management
Washington
$14.8K +$15.2K +481 New
BAM
959
Byrne Asset Management
New Jersey
$14.6K
EAM
960
Eukles Asset Management
Ohio
$14.4K
JWA
961
JFS Wealth Advisors
Pennsylvania
$14.2K +$95 +3 +0.7%
CT
962
Coastline Trust
Rhode Island
$13.4K
FAM
963
Flaharty Asset Management
Florida
$13.2K +$13.6K +431 New
TAM
964
Tucker Asset Management
Colorado
$12.3K +$12.6K +400 New
GWANC
965
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
966
Winch Advisory Services
Wisconsin
$11K +$126 +4 +1%
AWM
967
AllSquare Wealth Management
New York
$11K
NECFA
968
New England Capital Financial Advisors
Connecticut
$10.8K +$126 +4 +1%
BSB
969
Bangor Savings Bank
Maine
$10.7K +$11K +348 New
GKIM
970
GW&K Investment Management
Massachusetts
$10K +$9.84K +312 New
NFSG
971
Newbridge Financial Services Group
Florida
$9.53K
CWM
972
Crowley Wealth Management
Delaware
$9.22K
CWP
973
Concord Wealth Partners
Virginia
$7.75K -$21.7K -688 -73%
TIM
974
Thompson Investment Management
Wisconsin
$7.68K
FP
975
Financial Perspectives
Minnesota
$7.13K