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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
AGWCA
551
Annis Gardner Whiting Capital Advisors
Florida
$581K
MA
552
MONECO Advisors
Connecticut
$578K +$1.39K +44 +0.2%
IAN
553
Integrated Advisors Network
Texas
$578K -$61.2K -1,941 -9%
VA
554
Valmark Advisers
Ohio
$574K +$62.6K +1,986 +12%
CFD
555
Creative Financial Designs
Indiana
$573K +$172K +5,459 +41%
SCA
556
STALEY CAPITAL ADVISERS
Pennsylvania
$569K -$63.1K -2,000 -10%
MCA
557
MSH Capital Advisors
Arizona
$568K +$3.47K +110 +0.6%
BCWM
558
Bartlett & Co Wealth Management
Ohio
$568K +$2.84K +90 +0.5%
LC
559
Lindbrook Capital
California
$566K
VWA
560
VERITY Wealth Advisors
United States
$565K
SFG
561
Seamount Financial Group
Colorado
$562K +$1.48K +47 +0.3%
IA
562
Integrity Alliance
Iowa
$560K +$575K +18,234 New
VWM
563
Vigilare Wealth Management
Arizona
$556K +$168K +5,324 +42%
CPA
564
Cardiff Park Advisors
California
$555K +$6.24K +198 +1%
RMAM
565
Raab & Moskowitz Asset Management
New Jersey
$553K -$28.6K -906 -5%
First Manhattan
566
First Manhattan
New York
$545K
BA
567
Brightwater Advisory
Florida
$544K -$10.8K -342 -2%
CWP
568
Cyndeo Wealth Partners
Florida
$539K +$24.4K +773 +5%
KOMWMG
569
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K +$553K +17,530 New
SCM
570
Sage Capital Management
New Jersey
$532K +$1.58K +50 +0.3%
CA
571
CoreCap Advisors
Michigan
$527K -$759K -24,061 -58%
MYIA
572
Mount Yale Investment Advisors
Colorado
$527K +$199K +6,300 +58%
DCM
573
Delta Capital Management
New Jersey
$525K -$63.1K -2,000 -10%
EAM
574
Everstar Asset Management
North Carolina
$521K -$107K -3,400 -17%
KWA
575
Kingswood Wealth Advisors
California
$520K -$134K -4,236 -20%

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.