We are live on ! Find out more
PFF icon

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
SM
626
Sweeney & Michel
California
$428K +$465K +14,759 New
CPSC
627
Carl P. Sherr & Co
Massachusetts
$427K
RWM
628
Rialto Wealth Management
New York
$426K -$57.4K -1,820 -12%
BHWM
629
Bar Harbor Wealth Management
New Hampshire
$422K
CCB
630
Country Club Bank
Missouri
$421K +$3.47K +110 +0.8%
GWSG
631
GPS Wealth Strategies Group
Colorado
$420K -$44.2K -1,402 -9%
WDG
632
Wealth Dimensions Group
Ohio
$418K -$3.94K -125 -0.9%
HCP
633
Hexagon Capital Partners
Arkansas
$416K +$315 +10 +0.1%
AIS
634
AM Investment Strategies
Tennessee
$416K -$424K -13,449 -50%
EA
635
Eclectic Associates
California
$415K -$6.46K -205 -1%
TCM
636
Triumph Capital Management
Colorado
$414K -$31.5K -998 -7%
USCWA
637
U.S. Capital Wealth Advisors
Texas
$413K -$46.8K -1,483 -10%
FFG
638
Fortem Financial Group
California
$412K -$26.4K -837 -6%
AMG
639
Advisors Management Group
Wisconsin
$412K -$15.1M -478,365 -97%
TSWM
640
Tyler-Stone Wealth Management
Ohio
$412K +$1.1K +35 +0.3%
AG
641
AmeriFlex Group
Nevada
$412K -$315 -10 -0.1%
PP
642
Prudential plc
United Kingdom
$409K
MQWP
643
Morey & Quinn Wealth Partners
Nebraska
$409K -$3.15K -100 -0.7%
WHC
644
Wulff, Hansen & Co
California
$408K -$10.4K -330 -2%
FFO
645
Fortitude Family Office
Arizona
$403K +$74.8K +2,371 +22%
BF
646
BOK Financial
Oklahoma
$403K -$7.28K -231 -2%
SBH
647
Segall Bryant & Hamill
Illinois
$402K +$45.7K +1,448 +12%
KFS
648
Keynote Financial Services
Connecticut
$402K +$1.26K +40 +0.3%
TA
649
TFB Advisors
Kansas
$401K -$8.83K -280 -2%
PMA
650
Prudent Man Advisors
Illinois
$400K +$180K +5,700 +78%

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.