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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
IWM
476
Integris Wealth Management
California
$693K -$190K -6,327 -22%
ORC
477
O'Rourke & Company
Massachusetts
$685K -$31.1K -1,032 -4%
CFP
478
Cascade Financial Partners
California
$678K +$166K +5,500 +33%
Northern Trust
479
Northern Trust
Illinois
$677K -$585K -19,420 -47%
AOWM
480
Alpha Omega Wealth Management
Virginia
$673K -$3.22K -107 -0.5%
SFP
481
Strategic Financial Partners
Oregon
$672K -$34.2K -1,135 -5%
JFG
482
Jefferies Financial Group
New York
$671K -$104K -3,461 -14%
AUB
483
Atlantic Union Bankshares
Virginia
$670K +$66K +2,194 +11%
SA
484
Sincerus Advisory
New York
$666K -$36.6K -1,217 -5%
PCM
485
Pennsylvania Capital Management
Pennsylvania
$662K -$9.78K -325 -1%
SCG
486
Sonata Capital Group
Washington
$662K -$4.79K -159 -0.7%
RSC
487
Red Spruce Capital
Pennsylvania
$659K -$903 -30 -0.1%
Tudor Investment Corp
488
Tudor Investment Corp
Connecticut
$659K -$530K -17,595 -45%
PEA
489
Park Edge Advisors
Ohio
$655K +$24.3K +806 +4%
FPGK
490
Financial Partners Group (Kansas)
Kansas
$651K -$472K -15,690 -43%
TCA
491
Transcend Capital Advisors
New Jersey
$651K -$58.2K -1,935 -8%
IPA
492
Investment Planning Advisors
Georgia
$650K -$189K -6,275 -23%
CSB
493
City State Bank
Iowa
$649K -$15.1K -500 -2%
IWM
494
IHT Wealth Management
Illinois
$648K +$23.4K +776 +4%
AAMC
495
Asset Allocation & Management Company
Illinois
$644K
USCWA
496
U.S. Capital Wealth Advisors
Texas
$643K +$226K +7,514 +56%
BCA
497
Bay Colony Advisors
Massachusetts
$643K -$7.13K -237 -1%
RAM
498
Readystate Asset Management
Illinois
$642K +$630K +20,922 New
EFG
499
Ethos Financial Group
Pennsylvania
$637K +$15.1K +500 +2%
CAM
500
Carret Asset Management
New York
$634K -$5.09K -169 -0.8%

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.