PFF icon

iShares Preferred and Income Securities ETF

1,002 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 346 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,002
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1051
Auour Investments
Massachusetts
Brown Advisory
1052
Brown Advisory
Maryland
MAG
1053
Mokosak Advisory Group
Iowa
FPW
1054
Flywheel Private Wealth
California
RWB
1055
RMR Wealth Builders
New Jersey
SIAG
1056
Safeguard Investment Advisory Group
California
VCP
1057
Verus Capital Partners
Arizona
SSA
1058
SSA Swiss Advisors
CW
1059
Channel Wealth
California
CWM
1060
Cornerstone Wealth Management
Missouri
WF
1061
Warner Financial
Maryland
SCM
1062
Sterneck Capital Management
Missouri
WCA
1063
Westover Capital Advisors
Delaware
LFA
1064
LGT Financial Advisors
Texas
BPAMU
1065
BTG Pactual Asset Management US
New York
MMCM
1066
Murphy & Mullick Capital Management
New York
TPCM
1067
Templeton & Phillips Capital Management
Tennessee
TRCT
1068
Tower Research Capital (TRC)
New York
S
1069
Sachetta
Massachusetts
TFM
1070
TFC Financial Management
Massachusetts
CNBTD
1071
Citizens National Bank Trust Department
Mississippi
CTB
1072
Country Trust Bank
Illinois
SFC
1073
SYM Financial Corp
Indiana
UCB
1074
United Community Bank
South Carolina
CFS
1075
CGC Financial Services
Oregon