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iShares Preferred and Income Securities ETF

986 hedge funds and large institutions have $5.39B invested in iShares Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 327 increasing their positions, 431 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 40.32%39.98% (-0.34%)

4% less funds holding

Funds holding: 1,022986 (-36)

6% less capital invested

Capital invested by funds: $5.73B → $5.39B (-$335M)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

24% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 431

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 95

78% less call options, than puts

Call options by funds: $7.13M | Put options by funds: $33M

Holders
986
Holders Change
-36
Holders Change %
-3.52%
% of All Funds
12.98%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.33%
New
69
Increased
327
Reduced
431
Closed
95
Calls
$7.13M
Puts
$33M
Net Calls
-$25.8M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$2.3M +$157K +5,232 +8%
BP
252
Ballentine Partners
Massachusetts
$2.29M
HWM
253
Hohimer Wealth Management
Washington
$2.26M +$30.1K +1,000 +1%
FWA
254
FOCUS Wealth Advisors
Texas
$2.22M +$16.6K +550 +0.8%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$2.19M -$12.7K -421 -0.6%
CFP
256
Curran Financial Partners
South Carolina
$2.18M -$3.97M -131,749 -65%
IWC
257
Infinity Wealth Counsel
Ohio
$2.18M +$62K +2,060 +3%
RCM
258
RMR Capital Management
California
$2.17M -$1.13M -37,475 -35%
UCFA
259
United Capital Financial Advisors
Texas
$2.17M -$224K -7,452 -10%
DJSG
260
D.J. St. Germain
Massachusetts
$2.14M -$26.7K -888 -1%
DWS
261
Dynamic Wealth Strategies
California
$2.13M +$319K +10,595 +18%
FA
262
Fagan Associates
New York
$2.13M +$2.17K +72 +0.1%
IA
263
IFP Advisors
Florida
$2.11M -$35.5K -1,179 -2%
DWM
264
Destination Wealth Management
California
$2.1M +$47.9K +1,591 +2%
GAA
265
Global Assets Advisory
Florida
$2.1M -$4.62M -153,373 -69%
MPCG
266
Matrix Private Capital Group
New York
$2.09M -$260K -8,650 -11%
IWA
267
IBEX Wealth Advisors
New Jersey
$2.08M -$1.08M -35,987 -35%
TPWA
268
TRUE Private Wealth Advisors
Oregon
$2.05M -$436K -14,487 -18%
CWMS
269
Cannon Wealth Management Services
North Carolina
$2.04M -$101K -3,364 -5%
CA
270
Crewe Advisors
Utah
$2.04M -$3.05M -101,370 -60%
WS
271
Wedbush Securities
California
$2.02M +$35.7K +1,185 +2%
TA
272
TFG Advisers
Michigan
$2M -$16.1K -536 -0.8%
SVWAG
273
Sound View Wealth Advisors Group
Georgia
$1.99M -$55.7K -1,849 -3%
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$1.98M +$169K +5,606 +10%
CNBT
275
Canandaigua National Bank & Trust
New York
$1.98M -$2.05M -68,005 -51%

PFF Hedge Fund Activity: Q2 2025 in Review

986 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2025, worth a combined $5.39B — down 5.8% from $5.73B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PFF and 69 opened new positions — a net loss of 26 holders — while 431 trimmed existing stakes and 327 added.

The largest buyer was Proficio Capital Partners, adding an estimated $145M. The largest seller was Bank of America, cutting an estimated $96.7M.

  • 986 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2025, down from 1,022 in Q1 2025.
  • Funds reported $5.39B of iShares Preferred and Income Securities ETF stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 69 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2025 and 95 closed out, a net change of -26 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $145M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2025 was Bank of America, an estimated $96.7M sold.

Based on aggregated 13F filings for Q2 2025.