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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
SFP
501
Strategic Financial Partners
Oregon
$708K -$18.6K -590 -2%
CAL
502
Capital Advisors Ltd
Ohio
$706K -$6.34K -201 -0.9%
LIA
503
LBMC Investment Advisors
Tennessee
$704K
SA
504
Sincerus Advisory
New York
$694K +$4.1K +130 +0.6%
Fidelity Investments
505
Fidelity Investments
Massachusetts
$692K +$247K +7,836 +53%
DA
506
Dover Advisors
Virginia
$691K +$46.6K +1,477 +7%
SWP
507
Summit Wealth Partners
Florida
$684K +$662 +21 +0.1%
AOWM
508
Alpha Omega Wealth Management
Virginia
$677K +$6.02K +191 +0.9%
PCM
509
Pennsylvania Capital Management
Pennsylvania
$673K
BA
510
Bard Associates
Illinois
$671K +$45.1K +1,432 +7%
PJSIMP
511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K -$109K -3,450 -14%
SCG
512
Sonata Capital Group
Washington
$668K +$820 +26 +0.1%
CSB
513
City State Bank
Iowa
$666K +$6.3K +200 +0.9%
HIP
514
HUB Investment Partners
Texas
$662K -$1.58K -50 -0.2%
AWA
515
Arete Wealth Advisors
Illinois
$662K +$247K +7,843 +57%
RSC
516
Red Spruce Capital
Pennsylvania
$661K -$51.7K -1,639 -7%
CC
517
Cornerstone Capital
California
$659K +$101K +3,196 +18%
AAS
518
Annex Advisory Services
Wisconsin
$657K -$247K -7,827 -27%
BCA
519
Bay Colony Advisors
Massachusetts
$653K -$27.1K -860 -4%
ML
520
McAdam LLC
Pennsylvania
$650K -$278K -8,831 -29%
WWM
521
Western Wealth Management
Colorado
$646K -$157K -4,974 -19%
FFA
522
Farther Finance Advisors
California
$645K -$57.2K -1,814 -8%
AAMC
523
Asset Allocation & Management Company
Illinois
$645K
PCP
524
Proficio Capital Partners
Massachusetts
$643K -$133K -4,215 -17%
CAM
525
Carret Asset Management
New York
$640K +$34.7K +1,102 +6%

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.