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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $5.84B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 370 increasing their positions, 358 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

8% more capital invested

Capital invested by funds: $5.39B → $5.84B (+$447M)

3% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 358

0% more funds holding

Funds holding: 986987 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.18% less ownership

Funds ownership: 39.98%39.8% (-0.18%)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
987
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
12.95%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
102
Increased
370
Reduced
358
Closed
79
Calls
$5.44M
Puts
$8.57M
Net Calls
-$3.14M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
251
D.J. St. Germain
Massachusetts
$2.26M +$52.3K +1,664 +2%
CRC
252
Curi RMB Capital
Illinois
$2.22M +$357K +11,339 +19%
CA
253
Crewe Advisors
Utah
$2.22M +$114K +3,614 +5%
CFG
254
Citizens Financial Group
Rhode Island
$2.19M -$176K -5,593 -7%
IWC
255
Infinity Wealth Counsel
Ohio
$2.15M -$99.4K -3,160 -4%
FA
256
Fagan Associates
New York
$2.14M -$55.9K -1,779 -3%
IWA
257
IBEX Wealth Advisors
New Jersey
$2.12M -$24K -763 -1%
WS
258
Wedbush Securities
California
$2.1M +$14.9K +473 +0.7%
CAM
259
Cresset Asset Management
Illinois
$2.1M +$327K +10,394 +19%
AWM
260
Apollon Wealth Management
South Carolina
$2.09M -$1.75M -55,511 -46%
MPCG
261
Matrix Private Capital Group
New York
$2.09M -$60.2K -1,915 -3%
LCWP
262
Legacy Capital Wealth Partners
Arkansas
$2.09M +$81.4K +2,589 +4%
HWM
263
Hohimer Wealth Management
Washington
$2.06M -$262K -8,333 -11%
HIP
264
HUB Investment Partners
Texas
$2.06M +$267K +8,489 +15%
YMRC
265
Yorktown Management & Research Company
Virginia
$2.06M +$2.04M +65,000 New
SW
266
SVB Wealth
Massachusetts
$2.05M -$570K -18,128 -22%
GCA
267
Greenwood Capital Associates
South Carolina
$2.04M -$2.22M -70,611 -52%
CWM
268
Connecticut Wealth Management
Connecticut
$2.03M +$2.02M +64,188 New
CNBT
269
Canandaigua National Bank & Trust
New York
$2.03M -$9.53K -303 -0.5%
TPA
270
Trivium Point Advisory
Connecticut
$2.03M +$56.9K +1,811 +3%
ClearBridge Investments
271
ClearBridge Investments
New York
$2.02M -$12.6K -400 -0.6%
KFP
272
KMG Fiduciary Partners
Ohio
$2.01M +$27.1K +863 +1%
PRTG
273
Post Resch Tallon Group
New York
$2.01M +$60.4K +1,921 +3%
WDA
274
Wendell David Associates
New Hampshire
$2M -$2.52K -80 -0.1%
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$1.99M -$56.5K -1,798 -3%

PFF Hedge Fund Activity: Q3 2025 in Review

987 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2025, worth a combined $5.84B — up 8.3% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PFF positions and 79 closed out — a net gain of 23 holders — while 370 added to existing stakes and 358 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $196M. The largest seller was Wellington Management Group, exiting entirely with an estimated $82.8M sold.

  • 987 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2025, up from 986 in Q2 2025.
  • Funds reported $5.84B of iShares Preferred and Income Securities ETF stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 102 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2025 was Bramshill Investments, an estimated $196M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2025 was Wellington Management Group, an estimated $82.8M sold.

Based on aggregated 13F filings for Q3 2025.