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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
EFG
526
Ethos Financial Group
Pennsylvania
$637K
RTC
527
Real Talk Capital
Tennessee
$634K -$158K -5,026 -20%
PEA
528
Park Edge Advisors
Ohio
$632K +$124K +3,921 +24%
RIA
529
Richwood Investment Advisors
Ohio
$632K -$36.3K -1,150 -5%
PVM
530
Palogic Value Management
Texas
$628K +$12.6K +400 +2%
TCM
531
Traynor Capital Management
Pennsylvania
$626K -$67.1K -2,127 -9%
IWM
532
IHT Wealth Management
Illinois
$625K +$21.6K +685 +3%
LWA
533
Lineweaver Wealth Advisors
Ohio
$624K
BPA
534
Beacon Pointe Advisors
California
$618K -$41.7K -1,322 -6%
AAP
535
Arax Advisory Partners
Colorado
$616K +$127K +4,025 +25%
MWM
536
Melfa Wealth Management
Massachusetts
$615K +$6.4K +203 +1%
WIC
537
Woodmont Investment Counsel
Tennessee
$612K +$91.4K +2,899 +17%
HP
538
Haven Private
Florida
$608K
AUB
539
Atlantic Union Bankshares
Virginia
$604K +$126 +4 +0%
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$600K +$11.8K +375 +2%
AWE
541
Avidian Wealth Enterprises
Texas
$599K +$200K +6,349 +48%
EP
542
Edgestream Partners
New Jersey
$598K +$613K +19,456 New
EDRH
543
Edmond de Rothschild Holding
Switzerland
$597K
PIM
544
Penobscot Investment Management
Massachusetts
$596K -$4.19K -133 -0.7%
CCP
545
Clarity Capital Partners
California
$596K -$109K -3,457 -15%
WC
546
Whitney & Co
New York
$595K -$20.5K -650 -3%
AWM
547
Avior Wealth Management
Nebraska
$591K +$25.1K +795 +4%
WIA
548
World Investment Advisors
California
$588K +$54K +1,713 +10%
CKAIS
549
Christensen King & Associates Investment Services
Washington
$588K -$15.2K -482 -3%
KLCM
550
KG&L Capital Management
Louisiana
$583K +$55.9K +1,772 +10%

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.