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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
RIA
501
Richwood Investment Advisors
Ohio
$631K
PVM
502
Palogic Value Management
Texas
$627K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$627K -$164K -5,442 -21%
PIM
504
Penobscot Investment Management
Massachusetts
$626K +$30.1K +1,000 +5%
LWA
505
Lineweaver Wealth Advisors
Ohio
$623K
DA
506
Dover Advisors
Virginia
$619K -$70K -2,326 -10%
MWM
507
Melfa Wealth Management
Massachusetts
$615K +$572 +19 +0.1%
WIC
508
Woodmont Investment Counsel
Tennessee
$611K
RTC
509
Real Talk Capital
Tennessee
$604K -$28.3K -940 -5%
AWA
510
Arete Wealth Advisors
Illinois
$603K -$56.9K -1,890 -9%
BL
511
BCWM LLC
Kansas
$597K -$158K -5,234 -21%
AWE
512
Avidian Wealth Enterprises
Texas
$596K -$2.38K -79 -0.4%
KA
513
Kovack Advisors
Florida
$595K -$116K -3,864 -17%
WC
514
Whitney & Co
New York
$594K
BPA
515
Beacon Pointe Advisors
California
$593K -$23.6K -783 -4%
KLCM
516
KG&L Capital Management
Louisiana
$587K +$5.21K +173 +0.9%
MCA
517
MSH Capital Advisors
Arizona
$584K +$16.3K +543 +3%
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$580K
MA
519
MONECO Advisors
Connecticut
$579K +$2.08K +69 +0.4%
TA
520
TrueWealth Advisors
Alabama
$579K -$308K -10,238 -35%
CFD
521
Creative Financial Designs
Indiana
$578K +$5.93K +197 +1%
SWP
522
Summit Wealth Partners
Florida
$576K -$105K -3,493 -16%
EAM
523
Everstar Asset Management
North Carolina
$574K +$52.5K +1,743 +10%
MWM
524
Mission Wealth Management
California
$574K -$205K -6,812 -27%
IA
525
Integrity Alliance
Iowa
$573K +$13.3K +441 +2%

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.