PFF icon

iShares Preferred and Income Securities ETF

1,009 hedge funds and large institutions have $5.69B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-49
Holders Change %
-4.63%
% of All Funds
13.71%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.41%
New
61
Increased
368
Reduced
420
Closed
90
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
176
Wealth Advisory Solutions
Indiana
$3.8M +$725K +23,603 +24%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$3.8M
PA
178
Perennial Advisors
New York
$3.79M +$58.6K +1,907 +2%
BCI
179
Brinker Capital Investments
Pennsylvania
$3.76M -$200K -6,507 -5%
OPS
180
Orion Portfolio Solutions
Nebraska
$3.76M -$200K -6,507 -5%
RWP
181
RWA Wealth Partners
Massachusetts
$3.75M +$129K +4,209 +4%
CB
182
Community Bank
New York
$3.74M +$465K +15,139 +14%
CC
183
Courier Capital
New York
$3.73M -$1.3M -42,223 -26%
SDAM
184
Shulman DeMeo Asset Management
New York
$3.69M -$18.2K -593 -0.5%
PA
185
Parallel Advisors
California
$3.65M +$15.3K +497 +0.4%
FAIM
186
Financial Advocates Investment Management
Washington
$3.65M -$209K -6,789 -5%
CWM
187
Cordatus Wealth Management
Pennsylvania
$3.6M +$638K +20,757 +22%
SWM
188
Sagace Wealth Management
Florida
$3.53M -$11.7K -381 -0.3%
HH
189
Hilltop Holdings
Texas
$3.53M -$232K -7,555 -6%
DIP
190
DT Investment Partners
Pennsylvania
$3.47M -$440K -14,326 -11%
BHBT
191
Burke & Herbert Bank & Trust
Virginia
$3.4M -$37.6K -1,225 -1%
PIWA
192
Prevail Innovative Wealth Advisors
Kansas
$3.36M +$64.5K +2,099 +2%
APWA
193
Atlas Private Wealth Advisors
New Jersey
$3.35M
DIA
194
Davidson Investment Advisors
Montana
$3.33M +$72.7K +2,365 +2%
RCM
195
RMR Capital Management
California
$3.33M +$58.3K +1,898 +2%
PA
196
Procyon Advisors
Connecticut
$3.26M -$997K -32,438 -23%
CSP
197
Cary Street Partners
Virginia
$3.26M -$155K -5,044 -5%
SF
198
Summit Financial
New Jersey
$3.25M +$6.27K +204 +0.2%
FTS
199
Fifth Third Securities
Ohio
$3.23M -$50.9K -1,657 -2%
CAM
200
Cresset Asset Management
Illinois
$3.21M -$359K -11,690 -10%