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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
12.97%
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 %
CFP
251
Curran Financial Partners
South Carolina
$2.18M -$4.04M -131,749 -65%
IWC
252
Infinity Wealth Counsel
Ohio
$2.18M +$63.2K +2,060 +3%
RCM
253
RMR Capital Management
California
$2.17M -$1.15M -37,475 -35%
UCFA
254
United Capital Financial Advisors
Texas
$2.17M -$229K -7,452 -10%
DJSG
255
D.J. St. Germain
Massachusetts
$2.14M -$27.2K -888 -1%
DWS
256
Dynamic Wealth Strategies
California
$2.13M +$325K +10,595 +18%
FA
257
Fagan Associates
New York
$2.13M +$2.21K +72 +0.1%
IA
258
IFP Advisors
Florida
$2.11M -$36.2K -1,179 -2%
DWM
259
Destination Wealth Management
California
$2.1M +$48.8K +1,591 +2%
GAA
260
Global Assets Advisory
Florida
$2.1M -$4.7M -153,373 -69%
MPCG
261
Matrix Private Capital Group
New York
$2.09M -$265K -8,650 -11%
IWA
262
IBEX Wealth Advisors
New Jersey
$2.08M -$1.1M -35,987 -35%
TPWA
263
TRUE Private Wealth Advisors
Oregon
$2.05M -$444K -14,487 -18%
CWMS
264
Cannon Wealth Management Services
North Carolina
$2.04M -$103K -3,364 -5%
CA
265
Crewe Advisors
Utah
$2.04M -$3.11M -101,370 -60%
WS
266
Wedbush Securities
California
$2.02M +$36.4K +1,185 +2%
TA
267
TFG Advisers
Michigan
$2M -$16.4K -536 -0.8%
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$1.99M -$56.7K -1,849 -3%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$1.98M +$172K +5,606 +10%
CNBT
270
Canandaigua National Bank & Trust
New York
$1.98M -$2.09M -68,005 -51%
ClearBridge Investments
271
ClearBridge Investments
New York
$1.97M – – –
LCWP
272
Legacy Capital Wealth Partners
Arkansas
$1.95M +$69.2K +2,256 +4%
WDA
273
Wendell David Associates
New Hampshire
$1.94M – – –
HA
274
HFG Advisors
Ohio
$1.93M -$105K -3,410 -5%
KFP
275
KMG Fiduciary Partners
Ohio
$1.92M -$96.2K -3,134 -5%
9 10
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