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
CAAS
1026
Capital Asset Advisory Services
Michigan
MGIA
1027
Moneta Group Investment Advisors
Missouri
ACIM
1028
Azimuth Capital Investment Management
Michigan
CWM
1029
Collaborative Wealth Management
Florida
HT
1030
Headlands Technologies
Illinois
SAI
1031
Savvy Advisors Inc
New York
TWP
1032
Tyche Wealth Partners
Texas
PAS
1033
PKS Advisory Services
New York
WCM
1034
WealthBridge Capital Management
Ohio
NLP
1035
Next Level Private
New York
DWM
1036
Denver Wealth Management
Colorado
SC
1037
Scotia Capital
Ontario, Canada
EW
1038
Evoke Wealth
California
WT
1039
Washington Trust
Rhode Island
MCM
1040
Manchester Capital Management
Vermont
BFPW
1041
BOK Financial Private Wealth
Colorado
PA
1042
PSI Advisors
Florida
LWMI
1043
Legacy Wealth Management (Idaho)
Idaho
OC
1044
Oakworth Capital
Alabama
HC
1045
Hoese & Co
Minnesota
NP
1046
NorthRock Partners
Minnesota
GFPC
1047
Global Financial Private Client
Florida
SIM
1048
Synergy Investment Management
Florida
WAM
1049
Wolverine Asset Management
Illinois
YP
1050
YANKCOM Partnership
South Dakota