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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

966 hedge funds and large institutions have $5.33B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 320 increasing their positions, 425 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-43
Holders Change %
-4.26%
% of All Funds
12.96%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
67
Increased
320
Reduced
425
Closed
94
Calls
$7.13M
Puts
$33M
Net Calls
-$25.8M
Net Calls Change
+$11.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.8M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$21.5M
3
Raymond James Financial
3
Raymond James Financial
Florida
$80.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$15.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$15.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$661M
2
Wells Fargo
2
Wells Fargo
California
$277M
3
Morgan Stanley
3
Morgan Stanley
New York
$470M
4
HCM
4
Hilton Capital Management
New York
$11.4M
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
Marex Group
$2.55M +$2.55M +83,000 New
EFS
227
Econ Financial Services
Pennsylvania
$2.5M -$262K -8,554 -9%
CWMGO
228
Capstone Wealth Management Group (Oregon)
Oregon
$2.49M -$314K -10,223 -11%
SG
229
Sharper & Granite
California
$2.49M +$115K +3,725 +5%
SAG
230
SageView Advisory Group
California
$2.49M +$2.34K +75 +0.1%
TWP
231
Tempus Wealth Planning
California
$2.48M +$918K +29,935 +59%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$2.46M +$491K +15,995 +25%
IAIM
233
International Assets Investment Management
Florida
$2.45M +$60.6K +1,974 +3%
AWA
234
Arkadios Wealth Advisors
Georgia
$2.43M +$168K +5,473 +7%
IAS
235
Insigneo Advisory Services
Florida
$2.43M -$36.9K -1,202 -1%
FFA
236
Fragasso Financial Advisors
Pennsylvania
$2.42M -$758K -24,701 -24%
RBFC
237
Roman Butler Fullerton & Co
Missouri
$2.41M -$1.78K -57 -0.1%
FWM
238
ForthRight Wealth Management
Georgia
$2.4M -$318K -10,372 -12%
TH
239
TCTC Holdings
Texas
$2.37M +$245K +8,000 +12%
NFG
240
Nations Financial Group
Iowa
$2.36M -$34.1K -1,112 -1%
MOS
241
MGO One Seven
Ohio
$2.36M +$53.4K +1,741 +2%
DI
242
Disciplined Investments
Oklahoma
$2.34M -$88.4K -2,882 -4%
GWM
243
Geneos Wealth Management
Colorado
$2.34M -$2.52M -82,091 -52%
AI
244
Atria Investments
North Carolina
$2.31M +$73.6K +2,399 +3%
DSC
245
Duncker Streett & Co
Missouri
$2.3M -$10.6K -345 -0.5%
CFG
246
Citizens Financial Group
Rhode Island
$2.3M +$161K +5,232 +8%
BP
247
Ballentine Partners
Massachusetts
$2.29M – – –
HWM
248
Hohimer Wealth Management
Washington
$2.26M +$30.7K +1,000 +1%
FWA
249
FOCUS Wealth Advisors
Texas
$2.22M +$16.9K +550 +0.8%
HSBC Holdings
250
HSBC Holdings
United Kingdom
$2.19M -$12.9K -421 -0.6%
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