PFF icon

iShares Preferred and Income Securities ETF

971 hedge funds and large institutions have $5.47B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 343 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 389

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

15% less call options, than puts

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

Holders
971
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
BAM
126
BOS Asset Management
Illinois
$5.19M
OC
127
Oppenheimer & Co
New York
$5.13M
MFIM
128
Mesirow Financial Investment Management
Illinois
$5.08M
Goldman Sachs
129
Goldman Sachs
New York
$5.04M
KPWS
130
Kestra Private Wealth Services
Texas
$5.02M
IRC
131
Investors Research Corp
Georgia
$5M
CF
132
Centaurus Financial
California
$4.83M
FAP
133
Financial Advisory Partners
Florida
$4.81M
Creative Planning
134
Creative Planning
Kansas
$4.62M
CWM
135
Cordatus Wealth Management
Pennsylvania
$4.62M
WPC
136
White Pine Capital
Minnesota
$4.58M
FFG
137
Frisch Financial Group
New York
$4.55M
AC
138
Apella Capital
Connecticut
$4.5M
SWM
139
Sagace Wealth Management
Florida
$4.47M
BOS
140
Bank of Stockton
California
$4.44M
CWS
141
Cypress Wealth Services
California
$4.43M
WA
142
Waverly Advisors
Alabama
$4.34M
CIM
143
Cambria Investment Management
California
$4.16M
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$4.08M
XF
145
XML Financial
Maryland
$4.03M
ETC
146
Exchange Traded Concepts
Oklahoma
$4.02M
PA
147
Perennial Advisors
New York
$4.02M
WAS
148
Wealth Advisory Solutions
Indiana
$3.99M
GRP
149
Global Retirement Partners
California
$3.89M
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$3.81M