We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,005 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 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

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

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.23%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
126
Knightsbridge Asset Management
California
$5.37M -$278K -8,912 -5%
EWA
127
Exencial Wealth Advisors
Oklahoma
$5.24M -$49.2K -1,579 -0.9%
BHWA
128
Beacon Harbor Wealth Advisors
Virginia
$5.23M +$370K +11,892 +8%
BAM
129
BOS Asset Management
Illinois
$5.19M +$5.51K +177 +0.1%
OC
130
Oppenheimer & Co
New York
$5.13M +$1.11M +35,599 +27%
MFIM
131
Mesirow Financial Investment Management
Illinois
$5.08M -$2.17M -69,678 -30%
Goldman Sachs
132
Goldman Sachs
New York
$5.04M -$21.9M -704,798 -81%
KPWS
133
Kestra Private Wealth Services
Texas
$5.02M -$677K -21,732 -12%
IRC
134
Investors Research Corp
Georgia
$5M +$364K +11,686 +8%
CF
135
Centaurus Financial
California
$4.83M -$719K -23,082 -13%
FAP
136
Financial Advisory Partners
Florida
$4.81M -$83.3K -2,675 -2%
Creative Planning
137
Creative Planning
Kansas
$4.62M +$80.3K +2,579 +2%
CWM
138
Cordatus Wealth Management
Pennsylvania
$4.62M -$16.8K -541 -0.4%
WPC
139
White Pine Capital
Minnesota
$4.58M +$112K +3,608 +3%
FFG
140
Frisch Financial Group
New York
$4.55M -$4.48M -143,781 -49%
AC
141
Apella Capital
Connecticut
$4.5M +$4.27M +137,013 +1,655%
SWM
142
Sagace Wealth Management
Florida
$4.47M +$212K +6,798 +5%
BOS
143
Bank of Stockton
California
$4.44M -$439K -14,081 -9%
CWS
144
Cypress Wealth Services
California
$4.43M +$46.3K +1,486 +1%
WA
145
Waverly Advisors
Alabama
$4.34M -$446K -14,316 -9%
CIM
146
Cambria Investment Management
California
$4.16M +$123K +3,952 +3%
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$4.08M -$1.03M -32,947 -20%
XF
148
XML Financial
Maryland
$4.03M -$1.13M -36,366 -22%
ETC
149
Exchange Traded Concepts
Oklahoma
$4.02M +$1.17M +37,559 +41%
PA
150
Perennial Advisors
New York
$4.02M +$220K +7,063 +6%