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iShares Preferred and Income Securities ETF

1,022 hedge funds and large institutions have $5.73B invested in iShares Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 423 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

0.48% less ownership

Funds ownership: 40.8%40.32% (-0.48%)

4% less funds holding

Funds holding: 1,0671,022 (-45)

9% less capital invested

Capital invested by funds: $6.27B → $5.73B (-$538M)

12% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 423

30% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 91

81% less call options, than puts

Call options by funds: $8.45M | Put options by funds: $45.4M

Holders
1,022
Holders Change
-45
Holders Change %
-4.22%
% of All Funds
13.71%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.42%
New
64
Increased
373
Reduced
423
Closed
91
Calls
$8.45M
Puts
$45.4M
Net Calls
-$37M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
426
Nicolet Advisory Services
Wisconsin
$1M +$236K +7,475 +28%
RIA
427
Realta Investment Advisors
Delaware
$981K -$54.9K -1,742 -5%
NAG
428
Northstar Advisory Group
New Jersey
$979K -$3.34K -106 -0.3%
MHR
429
Matthew Hamilton Rosenberg
$978K +$32.3K +1,024 +3%
WT
430
Whittier Trust
California
$976K -$15.1K -479 -1%
FIM
431
Freedom Investment Management
Connecticut
$963K -$37.4K -1,187 -4%
PWA
432
Provenance Wealth Advisors
Florida
$959K +$635K +20,145 +182%
HTC
433
Haverford Trust Company
Pennsylvania
$956K
FWP
434
FAS Wealth Partners
Kansas
$955K -$96K -3,045 -9%
CT
435
Caldwell Trust
Florida
$951K +$54.1K +1,715 +6%
WAM
436
WealthTrust Asset Management
Florida
$950K -$14.3K -454 -1%
PWM
437
Perigon Wealth Management
California
$945K +$37.2K +1,181 +4%
WCM
438
Whitener Capital Management
North Carolina
$937K +$328K +10,389 +52%
William Blair & Company
439
William Blair & Company
Illinois
$936K -$11.2K -356 -1%
FPAS
440
Focus Partners Advisor Solutions
Missouri
$931K +$323K +10,241 +51%
UCB
441
United Community Bank
South Carolina
$920K -$187K -5,919 -17%
TBT
442
Texas Bank & Trust
Texas
$919K +$155K +4,910 +20%
LWM
443
Lionsbridge Wealth Management
Florida
$911K -$102K -3,235 -10%
AG
444
Ascent Group
Virginia
$910K +$933K +29,609 New
ANC
445
Ames National Corp
Iowa
$906K +$2.52K +80 +0.3%
TC
446
TownSquare Capital
Utah
$897K +$457K +14,490 +99%
TA
447
TrueWealth Advisors
Alabama
$895K -$321K -10,183 -26%
IWM
448
Integris Wealth Management
California
$888K +$41.8K +1,327 +5%
RIM
449
RW Investment Management
Idaho
$884K
WHCFA
450
William Howard & Co Financial Advisors
Tennessee
$884K +$39.7K +1,258 +5%

PFF Hedge Fund Activity: Q1 2025 in Review

1,022 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2025, worth a combined $5.73B — down 8.6% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of PFF and 64 opened new positions — a net loss of 27 holders — while 423 trimmed existing stakes and 373 added.

The largest buyer was First Interstate Bank, adding an estimated $42.1M. The largest seller was JP Morgan Chase, cutting an estimated $48.8M.

  • 1,022 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2025, down from 1,067 in Q4 2024.
  • Funds reported $5.73B of iShares Preferred and Income Securities ETF stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 64 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2025 and 91 closed out, a net change of -27 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2025 was First Interstate Bank, an estimated $42.1M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2025 was JP Morgan Chase, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2025.