PFF icon

iShares Preferred and Income Securities ETF

975 hedge funds and large institutions have $5.37B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 426 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: 325 | Existing positions reduced: 426

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
975
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
CAS
1001
Coppell Advisory Solutions
Texas
TSS
1002
Two Sigma Securities
New York
ONST
1003
Old North State Trust
North Carolina
JSSH
1004
J. Safra Sarasin Holding
HWM
1005
Horizon Wealth Management
Illinois
PWA
1006
Prairie Wealth Advisors
Nebraska
BA
1007
Brightwater Advisory
Florida
BIA
1008
Barry Investment Advisors
Massachusetts
TNA
1009
True North Advisors
Texas
CPSC
1010
Carl P. Sherr & Co
Massachusetts
MQWP
1011
Morey & Quinn Wealth Partners
Nebraska
SBH
1012
Segall Bryant & Hamill
Illinois
PWM
1013
Prosperity Wealth Management
California
AFM
1014
Armstrong Fleming & Moore
District of Columbia
NFA
1015
Northwest Financial Advisors
Virginia
V
1016
ViaWealth
Kansas
IAA
1017
Independent Advisor Alliance
North Carolina
Wolverine Trading
1018
Wolverine Trading
Illinois
SWA
1019
Stratos Wealth Advisors
Ohio
GJIA
1020
Glass Jacobson Investment Advisors
Maryland
MWA
1021
Midland Wealth Advisors
Illinois
WF
1022
Warner Financial
Maryland
GSEP
1023
Golden State Equity Partners
California
FNC
1024
First National Corp
Massachusetts
CAAS
1025
Capital Asset Advisory Services
Michigan