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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
ClearBridge Investments
276
ClearBridge Investments
New York
$1.97M
LCWP
277
Legacy Capital Wealth Partners
Arkansas
$1.95M +$67.9K +2,256 +4%
WDA
278
Wendell David Associates
New Hampshire
$1.94M
HA
279
HFG Advisors
Ohio
$1.93M -$103K -3,410 -5%
KFP
280
KMG Fiduciary Partners
Ohio
$1.92M -$94.3K -3,134 -5%
TPA
281
Trivium Point Advisory
Connecticut
$1.91M +$635K +21,081 +51%
DCM
282
Donaldson Capital Management
Indiana
$1.91M +$34.8K +1,155 +2%
CPIG
283
Chicago Partners Investment Group
Illinois
$1.89M +$6.35K +211 +0.3%
TD Asset Management
284
TD Asset Management
Ontario, Canada
$1.89M -$273K -9,085 -13%
PRTG
285
Post Resch Tallon Group
New York
$1.89M +$24.1K +800 +1%
CCA
286
Cadent Capital Advisors
Oklahoma
$1.88M +$151K +5,017 +9%
BCP
287
Berkeley Capital Partners
Georgia
$1.88M +$118K +3,911 +7%
HWM
288
Howard Wealth Management
Connecticut
$1.88M -$99K -3,290 -5%
AAG
289
Armstrong Advisory Group
Massachusetts
$1.87M +$236K +7,845 +15%
SFI
290
SPC Financial Inc
Maryland
$1.86M -$158K -5,250 -8%
CC
291
Centiva Capital
New York
$1.85M +$1.82M +60,416 New
FF
292
Farrell Financial
New York
$1.85M +$42.6K +1,415 +2%
BCM
293
Boreal Capital Management
Florida
$1.85M +$1.82M +60,338 New
JPLA
294
Joseph P. Lucia & Associates
New York
$1.81M +$9.78K +325 +0.6%
SFG
295
Sowa Financial Group
Rhode Island
$1.81M -$723K -24,033 -29%
MCM
296
McRae Capital Management
New Jersey
$1.81M +$23.3K +775 +1%
CRC
297
Curi RMB Capital
Illinois
$1.81M -$37.9K -1,259 -2%
JWCA
298
J.W. Cole Advisors
Florida
$1.8M -$33.2K -1,102 -2%
PA
299
Pinnacle Associates
New York
$1.8M +$86.8K +2,885 +5%
SWM
300
Spire Wealth Management
Virginia
$1.8M -$16.6K -552 -0.9%

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.