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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
WJA
601
Willis Johnson & Associates
Texas
$469K -$349K -11,081 -42%
PWP
602
Principle Wealth Partners
Connecticut
$466K -$5.99K -190 -1%
SW
603
SkyOak Wealth
Michigan
$460K
CTWM
604
Cherry Tree Wealth Management
Minnesota
$457K -$439K -13,931 -48%
TWA
605
TCI Wealth Advisors
Arizona
$456K +$27.6K +876 +6%
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$453K +$248K +7,862 +114%
CL
607
Choreo LLC
Illinois
$453K -$624K -19,802 -57%
PWP
608
Perfromance Wealth Partners
Illinois
$452K -$31.2K -990 -6%
PCA
609
Pallas Capital Advisors
Massachusetts
$446K
M&T Bank
610
M&T Bank
New York
$445K +$83.2K +2,640 +22%
Brown Advisory
611
Brown Advisory
Maryland
$443K +$315 +10 +0.1%
SWIG
612
Strategic Wealth Investment Group
Kentucky
$442K -$10.6M -335,757 -96%
UB
613
UMB Bank
Missouri
$441K +$452K +14,343 New
MCA
614
Magnolia Capital Advisors
Mississippi
$440K +$27.4K +869 +6%
AMBIA
615
Allen Mooney & Barnes Investment Advisors
Georgia
$439K +$32.7K +1,036 +8%
1L
616
10Elms LLP
Oklahoma
$438K -$43.2K -1,371 -9%
VAG
617
VisionPoint Advisory Group
Texas
$435K +$10.4K +329 +2%
SIC
618
Salem Investment Counselors
North Carolina
$434K +$2.93K +93 +0.7%
EWA
619
Evolution Wealth Advisors
Florida
$432K -$13.2K -419 -3%
KA
620
Klingman & Associates
New York
$431K
DA
621
Detalus Advisors
Missouri
$430K
CA
622
Continuum Advisory
Idaho
$430K +$41.1K +1,304 +10%
NPT
623
National Philanthropic Trust
Pennsylvania
$430K
NW
624
NewEdge Wealth
Pennsylvania
$430K -$50.8K -1,612 -10%
HIA
625
Harbor Investment Advisory
Maryland
$429K -$57.2K -1,815 -11%

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.