PFF icon

iShares Preferred and Income Securities ETF

966 hedge funds and large institutions have $5.33B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-43
Holders Change %
-4.26%
% of All Funds
12.96%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
320
Reduced
425
Closed
94
Calls
$7.13M
Puts
$33M
Net Calls
-$25.8M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NLP
1026
Next Level Private
New York
-$211K -6,866 Closed
DWM
1027
Denver Wealth Management
Colorado
-$210K -6,821 Closed
SC
1028
Scotia Capital
Ontario, Canada
-$206K -6,701 Closed
EW
1029
Evoke Wealth
California
-$205K -6,686 Closed
WT
1030
Washington Trust
Rhode Island
-$172K -5,611 Closed
MCM
1031
Manchester Capital Management
Vermont
-$90.1K -2,932 Closed
BFPW
1032
BOK Financial Private Wealth
Colorado
-$83K -2,700 Closed
PA
1033
PSI Advisors
Florida
-$63.8K -2,077 Closed
LWMI
1034
Legacy Wealth Management (Idaho)
Idaho
-$59.8K -1,947 Closed
OC
1035
Oakworth Capital
Alabama
-$56.3K -1,833 Closed
HC
1036
Hoese & Co
Minnesota
-$52.2K -1,700 Closed
GFPC
1037
Global Financial Private Client
Florida
-$40K -1,302 Closed
SIM
1038
Synergy Investment Management
Florida
-$36.8K -1,198 Closed
WAM
1039
Wolverine Asset Management
Illinois
-$33.8K -1,100 Closed
YP
1040
YANKCOM Partnership
South Dakota
-$26.5K -863 Closed
CFFP
1041
Center for Financial Planning
Michigan
-$26.1K -850 Closed
AFS
1042
Anderson Financial Strategies
Ohio
-$21.5K -700 Closed
SFG
1043
Stonebridge Financial Group
Pennsylvania
-$21.1K -685 Closed
WA
1044
WPG Advisers
Maryland
-$19.5K -634 Closed
PPC
1045
Park Place Capital
Alabama
-$15.7K -510 Closed
TC
1046
Trust Company
Kansas
-$15.4K -500 Closed
M
1047
MOTCO
Texas
-$15.4K -500 Closed
CCM
1048
Coldstream Capital Management
Washington
-$14.8K -481 Closed
FAM
1049
Flaharty Asset Management
Florida
-$13.2K -431 Closed
BSB
1050
Bangor Savings Bank
Maine
-$10.7K -348 Closed