PFF icon

iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 427 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 427

28% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
977
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.13M
Puts
$33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
951
Lowe Wealth Advisors
Maryland
$4.6K
LI
952
LRI Investments
Florida
$4.6K
PSB
953
Piscataqua Savings Bank
New Hampshire
$4.11K
VCM
954
Versant Capital Management
Arizona
$3.96K
CT
955
Coastline Trust
Rhode Island
$3.83K
NFSG
956
Newbridge Financial Services Group
Florida
$3.83K
WWM
957
Wolff Wiese Magana
California
$3.44K
FGC
958
Financial Gravity Companies
Texas
$3.1K
BL
959
BFSG LLC
California
$3.07K
WTFG
960
Wood Tarver Financial Group
Idaho
$3K
T
961
Transce3nd
Texas
$2.94K
EWA
962
Elevate Wealth Advisory
Georgia
$2.82K
IMC
963
Investment Management Corporation
Virginia
$2.76K
BONH
964
Bank of New Hampshire
New Hampshire
$2.64K
BA
965
Ballast Advisors
Minnesota
$2.27K
SWIM
966
Smallwood Wealth Investment Management
New Jersey
$1.96K
SC
967
Solstein Capital
California
$1.84K
PS
968
PayPay Securities
Japan
$1.72K
PCTC
969
Perkins Coie Trust Company
Washington
$1.53K
RF
970
Roxbury Financial
New Jersey
$1.47K
APW
971
Atlantic Private Wealth
North Carolina
$1.13K
NMG
972
New Millennium Group
Utah
$1.07K
IWM
973
IMG Wealth Management
Florida
$946
GWSA
974
Global Wealth Strategies & Associates
Colorado
$736
CAM
975
Costello Asset Management
Pennsylvania
$706