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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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$35.7M -$3.63M -120,747 -9%
GT
27
Greenleaf Trust
Michigan
$34.2M -$670K -22,245 -2%
DWM
28
Dakota Wealth Management
Florida
$33.2M -$522K -17,331 -2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$33M +$352K +11,694 +1%
TA
30
Townsend & Associates
Colorado
$31.5M +$2.19M +72,747 +8%
MF
31
Montis Financial
Massachusetts
$30.9M +$4.07M +135,277 +15%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$30.7M +$1.96M +65,031 +7%
MCM
33
MAI Capital Management
Ohio
$27.2M -$1.12M -37,170 -4%
IWS
34
Insight Wealth Strategies
California
$27.1M +$2.72M +90,530 +11%
CB
35
Commerce Bank
Missouri
$26.1M +$541K +17,967 +2%
SMFG
36
Sumitomo Mitsui Financial Group
Japan
$25.7M -$84.2K -2,797 -0.3%
SI
37
Stephens Inc
Arkansas
$25.4M -$1.02M -33,746 -4%
HighTower Advisors
38
HighTower Advisors
Illinois
$25.1M -$2.84M -94,447 -10%
Stifel Financial
39
Stifel Financial
Missouri
$24.3M -$976K -32,440 -4%
GWM
40
GDS Wealth Management
Texas
$23.4M +$1.89M +62,792 +9%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$21.9M +$244K +8,095 +1%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$21.5M +$21.1M +700,414 New
JIP
43
Jaffetilchin Investment Partners
Florida
$21.2M -$186K -6,189 -0.9%
KeyBank National Association
44
KeyBank National Association
Ohio
$21.1M -$751K -24,945 -4%
WF
45
Welch & Forbes
Massachusetts
$20.4M -$163K -5,409 -0.8%
Corient Private Wealth
46
Corient Private Wealth
Florida
$19.3M -$1.93M -64,082 -9%
MML Investors Services
47
MML Investors Services
Massachusetts
$18M +$761K +25,286 +5%
Citigroup
48
Citigroup
New York
$17.7M -$3.44M -114,301 -16%
CTB
49
Country Trust Bank
Illinois
$17.5M +$30.1K +1,000 +0.2%
FMLI
50
Fukoku Mutual Life Insurance
Japan
$17.4M

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.