We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
151
Cornerstone Financial Group
Nebraska
$4.8M +$484K +15,339 +11%
WA
152
Waverly Advisors
Alabama
$4.78M -$99.5K -3,155 -2%
HFRG
153
Houlihan Financial Resource Group
Virginia
$4.76M -$413K -13,099 -8%
BOS
154
Bank of Stockton
California
$4.7M +$72.7K +2,306 +2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$4.7M -$13.7M -435,474 -74%
CCA
156
Checchi Capital Advisers
California
$4.64M +$626K +19,846 +15%
CWS
157
Cypress Wealth Services
California
$4.61M -$15K -475 -0.3%
JSL
158
JT Stratford LLC
Georgia
$4.59M -$46.6K -1,479 -1%
CWM
159
Congress Wealth Management
Massachusetts
$4.57M -$2.06M -65,262 -31%
GS
160
GWN Securities
Florida
$4.55M +$3.76M +119,169 +386%
OC
161
Oppenheimer & Co
New York
$4.53M -$348K -11,033 -7%
KPWS
162
Kestra Private Wealth Services
Texas
$4.42M +$511K +16,197 +13%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$4.39M +$1.36K +43 +0%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$4.34M -$13.6K -432 -0.3%
WPC
165
White Pine Capital
Minnesota
$4.32M +$243K +7,713 +6%
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$4.32M +$53.8K +1,707 +1%
GCA
167
Greenwood Capital Associates
South Carolina
$4.14M -$1.59M -50,514 -27%
CNBT
168
Canandaigua National Bank & Trust
New York
$4.07M -$282K -8,947 -6%
BEI
169
Benjamin Edwards Inc
Missouri
$4.06M +$165K +5,243 +4%
SWP
170
Stratos Wealth Partners
Ohio
$4.06M -$232K -7,369 -5%
EH
171
Equitable Holdings
New York
$4.05M +$186K +5,908 +5%
COA
172
Crown Oak Advisors
California
$3.99M
PBK
173
Peoples Bank (Kansas)
Kansas
$3.98M -$54.1K -1,715 -1%
RA
174
RFG Advisory
Alabama
$3.97M +$58.2K +1,847 +1%
RWA
175
Redmont Wealth Advisors
Illinois
$3.97M -$13.7K -434 -0.3%