We are live on ! Find out more
PFF icon

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
AC
376
AlphaCore Capital
California
$1.17M +$971K +32,256 +564%
PWA
377
Primoris Wealth Advisors
Florida
$1.16M -$57.9K -1,925 -5%
TBT
378
Texas Bank & Trust
Texas
$1.16M +$238K +7,893 +26%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M -$180K -5,980 -14%
MFG
380
Merit Financial Group
Georgia
$1.15M +$764K +25,367 +210%
WSFS
381
Wilmington Savings Fund Society
Delaware
$1.15M -$542 -18 -0%
FWP
382
Falcon Wealth Planning
California
$1.15M -$128K -4,250 -10%
SWA
383
Sax Wealth Advisors
New Jersey
$1.15M -$134K -4,465 -11%
SHFA
384
SS&H Financial Advisors
Michigan
$1.15M +$73K +2,425 +7%
GAM
385
Grandview Asset Management
Pennsylvania
$1.13M -$187K -6,202 -14%
William Blair & Company
386
William Blair & Company
Illinois
$1.12M +$186K +6,191 +20%
RHIG
387
R.H. Investment Group
Arizona
$1.12M
FFN
388
Focus Financial Network
Minnesota
$1.11M +$26.8K +890 +3%
KWMG
389
King Wealth Management Group
Florida
$1.1M +$50.4K +1,676 +5%
WIA
390
World Investment Advisors
California
$1.1M +$508K +16,862 +88%
EAM
391
Evanson Asset Management
California
$1.1M +$1.07M +35,695 New
PTC
392
Private Trust Company
Ohio
$1.08M -$130K -4,309 -11%
BOM
393
Bank of Marin
California
$1.07M -$32.8K -1,091 -3%
KOMWMG
394
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.05M +$506K +16,808 +96%
PFS
395
Prospect Financial Services
New York
$1.05M -$397K -13,190 -28%
ACA
396
American Capital Advisory
Idaho
$1.04M -$33.2K -1,102 -3%
OFG
397
Orcam Financial Group
California
$1.04M -$241 -8 -0%
IIM
398
Ipswich Investment Management
Massachusetts
$1.04M -$105K -3,500 -9%
RBC
399
Romano Brothers & Co
Illinois
$1.04M +$1.69K +56 +0.2%
CAG
400
Crestwood Advisors Group
Massachusetts
$1.04M +$23.3K +775 +2%

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.