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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
MWM
476
Mission Wealth Management
California
$784K +$326K +10,337 +68%
KIA
477
KCM Investment Advisors
California
$784K -$10.7K -338 -1%
Pathstone Holdings
478
Pathstone Holdings
New Jersey
$783K +$240K +7,624 +43%
CIA
479
Capital Investment Advisors
Georgia
$782K -$3.09K -98 -0.4%
JFG
480
Jefferies Financial Group
New York
$778K +$130K +4,137 +20%
MA
481
Montag & Associates
Georgia
$776K -$332K -10,543 -29%
PP
482
Patten & Patten
Tennessee
$773K -$46.8K -1,485 -6%
MC
483
Moors & Cabot
Massachusetts
$769K -$49.8K -1,581 -6%
BCM
484
Bowie Capital Management
Texas
$768K
BWAM
485
Boyd Watterson Asset Management
Ohio
$767K +$72.7K +2,305 +10%
BL
486
BCWM LLC
Kansas
$759K -$207K -6,553 -21%
DFG
487
Delphi Financial Group
Delaware
$753K +$457K +14,499 +145%
CWM
488
ClientFirst Wealth Management
Arkansas
$753K -$3.15K -100 -0.4%
SFS
489
Sowell Financial Services
Arkansas
$751K +$36.6K +1,160 +5%
CA
490
CGN Advisors
Kansas
$747K -$9.55K -303 -1%
TYCC
491
Texas Yale Capital Corp
Florida
$739K -$42.6K -1,350 -5%
HWM
492
Horizon Wealth Management
Illinois
$738K -$9.95M -315,713 -93%
AAM
493
Advisors Asset Management
Colorado
$736K +$63.9K +2,027 +9%
PWA
494
Prairie Wealth Advisors
Nebraska
$731K -$317K -10,070 -30%
ORC
495
O'Rourke & Company
Massachusetts
$718K +$127K +4,024 +21%
DWM
496
Diversify Wealth Management
Utah
$717K -$283K -8,973 -28%
KA
497
Kovack Advisors
Florida
$715K -$44.4K -1,408 -6%
TCA
498
Transcend Capital Advisors
New Jersey
$711K +$7.69K +244 +1%
TPW
499
Transatlantique Private Wealth
New York
$710K +$177K +5,629 +32%
WANY
500
Wealthspire Advisors (New York)
New York
$708K -$423K -13,426 -37%

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.