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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
PCFFS
576
Pacific Center for Financial Services
California
$516K +$344K +10,926 +186%
MA
577
Mezzasalma Advisors
New Jersey
$514K -$14.3K -453 -3%
CCAL
578
City Center Advisors LLC
Michigan
$512K -$66.1K -2,098 -11%
CFP
579
Cascade Financial Partners
California
$510K +$46.2K +1,464 +10%
LA
580
Lifeworks Advisors
Michigan
$510K +$96.9K +3,075 +23%
CFS
581
Coordinated Financial Services
Colorado
$509K +$189K +5,988 +57%
FIM
582
FWL Investment Management
Texas
$505K +$303K +9,605 +141%
FNBT
583
FineMark National Bank & Trust
Florida
$503K +$111K +3,535 +28%
Bank of New York Mellon
584
Bank of New York Mellon
New York
$501K -$214K -6,793 -29%
BIA
585
Barry Investment Advisors
Massachusetts
$499K -$23.9K -757 -4%
I
586
INVST
Indiana
$498K -$19.6K -623 -4%
BFA
587
Bragg Financial Advisors
North Carolina
$495K
PBF
588
Petix & Botte Financial
California
$494K -$123K -3,895 -20%
WW
589
Westshore Wealth
California
$490K -$24.3K -771 -5%
CIBC World Market
590
CIBC World Market
Ontario, Canada
$488K -$2.63M -83,388 -84%
SAM
591
Sawgrass Asset Management
Florida
$486K
TNA
592
True North Advisors
Texas
$484K +$497K +15,751 New
VHAM
593
Van Hulzen Asset Management
California
$484K +$96K +3,046 +24%
BRM
594
Boston Research & Management
Massachusetts
$481K -$536 -17 -0.1%
ECM
595
Evergreen Capital Management
Washington
$480K
EAMA
596
EFG Asset Management (Americas)
Florida
$477K
CTC
597
Central Trust Company
Missouri
$477K -$1.17K -37 -0.2%
SC
598
Stolper & Co
Oklahoma
$476K +$5.96K +189 +1%
GVAG
599
Great Valley Advisor Group
Delaware
$475K +$86K +2,728 +21%
OCM
600
One Capital Management
California
$470K -$378 -12 -0.1%

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.