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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
MIA
401
MMBG Investment Advisors
Florida
$1.04M
PTP
402
Platform Technology Partners
New York
$1.04M +$1.02M +33,751 New
CANC
403
Culbertson A N & Co
Virginia
$1.03M -$81.3K -2,700 -7%
RIA
404
Realta Investment Advisors
Delaware
$1.03M +$47.3K +1,572 +5%
SSW
405
Stone Summit Wealth
Florida
$1.01M -$422K -14,030 -30%
NEPWA
406
New England Private Wealth Advisors
Massachusetts
$1.01M -$24.5K -814 -2%
RSF
407
Rik Saylor Financial
Ohio
$1M -$13.3K -442 -1%
NAS
408
Nicolet Advisory Services
Wisconsin
$983K -$76.6K -2,546 -7%
TCM
409
Telos Capital Management
California
$983K -$67.7K -2,249 -7%
NAG
410
Northstar Advisory Group
New Jersey
$983K +$5.39K +179 +0.6%
LPAM
411
Lodestar Private Asset Management
California
$978K -$85.9K -2,855 -8%
WT
412
Whittier Trust
California
$975K
PWA
413
Provenance Wealth Advisors
Florida
$973K +$15.4K +511 +2%
PI
414
PFG Investments
New York
$969K -$217K -7,212 -19%
FWP
415
FAS Wealth Partners
Kansas
$969K +$14.9K +494 +2%
SFC
416
Strategic Financial Concepts
Texas
$962K -$98.2K -3,262 -9%
MHR
417
Matthew Hamilton Rosenberg
$958K -$18.4K -611 -2%
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
$945K +$927K +30,797 New
BTI
419
Blue Trust Inc
Georgia
$942K +$93.3K +3,098 +11%
FIM
420
Freedom Investment Management
Connecticut
$942K -$18.6K -617 -2%
CST
421
Charles Schwab Trust
Nevada
$933K -$1.44M -47,737 -61%
LAM
422
LOM Asset Management
$920K +$903K +29,990 New
PIMG
423
Patriot Investment Management Group
Tennessee
$919K -$177K -5,895 -16%
IBOK
424
Independence Bank of Kentucky
Kentucky
$918K -$135K -4,500 -13%
SG
425
StoneX Group
New York
$901K -$129K -4,301 -13%

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.