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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
DCM
551
Delta Capital Management
New Jersey
$515K -$9.03K -300 -2%
CIAS
552
Capital Investment Advisory Services
North Carolina
$512K +$403K +13,397 +408%
SC
553
Stolper & Co
Oklahoma
$509K +$33.2K +1,104 +7%
WWM
554
Western Wealth Management
Colorado
$506K -$137K -4,542 -22%
NW
555
NewEdge Wealth
Pennsylvania
$504K +$67.5K +2,242 +16%
GVAG
556
Great Valley Advisor Group
Delaware
$500K +$25.5K +848 +5%
WJA
557
Willis Johnson & Associates
Texas
$500K +$30.7K +1,021 +7%
SWM
558
SeaCrest Wealth Management
New York
$498K -$545K -18,105 -53%
I
559
INVST
Indiana
$497K +$120 +4 +0%
MA
560
Montag & Associates
Georgia
$497K -$273K -9,061 -36%
PBF
561
Petix & Botte Financial
California
$495K +$2.23K +74 +0.5%
BFA
562
Bragg Financial Advisors
North Carolina
$494K
SWIG
563
Strategic Wealth Investment Group
Kentucky
$494K +$51.3K +1,704 +12%
LIA
564
LBMC Investment Advisors
Tennessee
$494K -$206K -6,829 -30%
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
$488K -$557K -18,500 -54%
SAM
566
Sawgrass Asset Management
Florida
$485K
ECM
567
Evergreen Capital Management
Washington
$485K +$5.3K +176 +1%
FIM
568
FWL Investment Management
Texas
$484K -$19.2K -637 -4%
CKAIS
569
Christensen King & Associates Investment Services
Washington
$482K -$92.3K -3,068 -16%
OCM
570
One Capital Management
California
$478K +$8.64K +287 +2%
TWA
571
TCI Wealth Advisors
Arizona
$477K +$21.4K +712 +5%
AMBIA
572
Allen Mooney & Barnes Investment Advisors
Georgia
$477K +$38.3K +1,274 +9%
VHAM
573
Van Hulzen Asset Management
California
$477K -$6.08K -202 -1%
SM
574
Sweeney & Michel
California
$468K +$6.71K +223 +2%
EAMA
575
EFG Asset Management (Americas)
Florida
$467K -$9K -299 -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.