PFF icon

iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
951
Flaharty Asset Management
Florida
$13.2K +$13.2K +431 New
GWANC
952
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9K
WAS
953
Winch Advisory Services
Wisconsin
$11K +$123 +4 +1%
AWM
954
AllSquare Wealth Management
New York
$11K
NECFA
955
New England Capital Financial Advisors
Connecticut
$10.8K +$123 +4 +1%
BSB
956
Bangor Savings Bank
Maine
$10.7K +$10.7K +348 New
GKIM
957
GW&K Investment Management
Massachusetts
$10K +$10K +312 New
NFSG
958
Newbridge Financial Services Group
Florida
$9.53K
CWM
959
Crowley Wealth Management
Delaware
$9.22K
CWP
960
Concord Wealth Partners
Virginia
$7.75K -$21.2K -688 -73%
TIM
961
Thompson Investment Management
Wisconsin
$7.68K
FP
962
Financial Perspectives
Minnesota
$7.13K
GC
963
Garde Capital
Washington
$6.92K +$6.92K +225 New
FF
964
Friedenthal Financial
New Jersey
$6.64K
BAM
965
Bellevue Asset Management
Washington
$6.15K
AIA
966
Angeles Investment Advisors
California
$6.15K
PWAM
967
Private Wealth Asset Management
Iowa
$6.15K +$6.15K +200 New
GA
968
GoalVest Advisory
New York
$6.15K +$6.15K +200 New
CAM
969
Costello Asset Management
Pennsylvania
$6.13K +$6.13K +200 New
RI
970
Ridgewood Investments
New Jersey
$5.9K -$5.9K -192 -50%
RFS
971
Richardson Financial Services
Massachusetts
$5.35K
CCM
972
Chilton Capital Management
Texas
$5.23K -$4.67K -152 -47%
MLA
973
MB, Levis & Associates
Pennsylvania
$5.13K
CPG
974
Cornerstone Planning Group
New Jersey
$5.02K +$90 +3 +2%
T
975
Transce3nd
Texas
$4.79K -$42.3K -1,375 -90%