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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
PP
526
Patten & Patten
Tennessee
$572K -$196K -6,525 -26%
EDRH
527
Edmond de Rothschild Holding
Switzerland
$571K -$24.1K -800 -4%
SCA
528
STALEY CAPITAL ADVISERS
Pennsylvania
$568K
VA
529
Valmark Advisers
Ohio
$567K -$5.63K -187 -1%
CPA
530
Cardiff Park Advisors
California
$566K +$11.7K +388 +2%
VWA
531
VERITY Wealth Advisors
United States
$564K
GS
532
GWN Securities
Florida
$559K -$3.97M -131,831 -88%
CFS
533
Coordinated Financial Services
Colorado
$557K +$47.9K +1,591 +10%
BBL
534
Beck Bode LLC
Massachusetts
$554K -$240K -7,982 -31%
CIBC World Market
535
CIBC World Market
Ontario, Canada
$549K +$61K +2,028 +13%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$547K -$19.5K -649 -4%
KWA
537
Kingswood Wealth Advisors
California
$547K +$26.6K +883 +5%
First Manhattan
538
First Manhattan
New York
$544K
CA
539
CoreCap Advisors
Michigan
$542K +$15.2K +506 +3%
AWM
540
Avior Wealth Management
Nebraska
$533K -$55.4K -1,842 -10%
SCM
541
Sage Capital Management
New Jersey
$533K +$2.41K +80 +0.5%
WBG
542
Wharton Business Group
Pennsylvania
$532K -$339K -11,255 -39%
EFG
543
Ehrlich Financial Group
California
$531K +$167K +5,564 +47%
ACA
544
Aptus Capital Advisors
Alabama
$529K +$254K +8,450 +96%
BKA
545
Brick & Kyle Associates
Pennsylvania
$527K +$505K +16,768 New
PCFFS
546
Pacific Center for Financial Services
California
$524K +$8.85K +294 +2%
MA
547
Mezzasalma Advisors
New Jersey
$520K +$6.92K +230 +1%
PCM
548
Princeton Capital Management
New Jersey
$518K +$148K +4,920 +41%
AWM
549
AE Wealth Management
Kansas
$518K -$682K -22,649 -57%
AAS
550
Annex Advisory Services
Wisconsin
$516K -$137K -4,565 -21%

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.