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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
TCMP
351
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.29M +$1.27M +42,154 New
ATPW
352
Ashton Thomas Private Wealth
Arizona
$1.29M +$32.4K +1,075 +3%
NB
353
Northwest Bancshares
Pennsylvania
$1.28M -$89.2K -2,964 -7%
KWM
354
Kingsview Wealth Management
Oregon
$1.28M -$58.7K -1,950 -4%
AWM
355
Accel Wealth Management
Iowa
$1.28M -$31K -1,029 -2%
HAC
356
Harbor Advisory Corp
New Hampshire
$1.28M -$7.53K -250 -0.6%
FNT
357
First National Trust
Pennsylvania
$1.28M -$182K -6,059 -13%
FGA
358
Fortis Group Advisors
New Jersey
$1.27M +$839K +27,858 +215%
DFG
359
Delphi Financial Group
Delaware
$1.27M +$512K +17,000 +69%
FCM
360
Fogel Capital Management
Florida
$1.27M -$184K -6,100 -13%
SA
361
Stonebridge Advisors
Connecticut
$1.25M +$1.23M +40,767 New
HWA
362
HCR Wealth Advisors
California
$1.25M -$64.7K -2,149 -5%
CGH
363
CMG Global Holdings
Texas
$1.25M -$4.51K -150 -0.4%
BWG
364
Balanced Wealth Group
Ohio
$1.24M -$294K -9,783 -20%
GC
365
Guggenheim Capital
Illinois
$1.23M +$189K +6,284 +19%
APWM
366
Argonautica Private Wealth Management
Massachusetts
$1.22M +$16K +530 +1%
CAAM
367
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M -$27.6K -916 -2%
SCA
368
Snowden Capital Advisors
New York
$1.19M -$69.3K -2,302 -6%
Franklin Resources
369
Franklin Resources
California
$1.19M -$75.6K -2,510 -6%
WHG
370
Westwood Holdings Group
Texas
$1.18M -$40.8K -1,357 -3%
NFTC
371
North Forty Two & Co
Oregon
$1.18M
WCM
372
Whitener Capital Management
North Carolina
$1.18M +$236K +7,849 +26%
IWP
373
Invenio Wealth Partners
Florida
$1.18M -$12.3K -408 -1%
MT
374
Midwest Trust
Kansas
$1.18M +$1.15M +38,317 New
RA
375
Rockingstone Advisors
Massachusetts
$1.17M -$10.4K -345 -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.