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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
KFS
626
Keynote Financial Services
Connecticut
$389K -$12K -400 -3%
RCA
627
Ranch Capital Advisors
Florida
$389K +$5.03K +167 +1%
MYIA
628
Mount Yale Investment Advisors
Colorado
$387K -$137K -4,550 -27%
SMC
629
Smith, Moore & Co
Missouri
$386K +$602 +20 +0.2%
CCB
630
Country Club Bank
Missouri
$386K -$31.2K -1,038 -8%
CCAL
631
City Center Advisors LLC
Michigan
$386K -$123K -4,075 -24%
DWA
632
Douglass Winthrop Advisors
New York
$384K
TWM
633
Tradition Wealth Management
Minnesota
$383K -$4.67K -155 -1%
CAM
634
Creekmur Asset Management
Illinois
$382K +$375K +12,459 +1,245,900%
WA
635
Westfuller Advisors
New York
$382K +$1.26K +42 +0.3%
NWM
636
Northcape Wealth Management
New York
$381K -$6.02K -200 -2%
EP
637
Edgestream Partners
New Jersey
$379K -$213K -7,087 -36%
UBV
638
United Bank (Virginia)
Virginia
$378K
QFA
639
Quattro Financial Advisors
Texas
$377K
WHC
640
Wulff, Hansen & Co
California
$374K -$32.2K -1,070 -8%
MWM
641
Modera Wealth Management
New Jersey
$373K +$61.5K +2,042 +20%
IA
642
Inspire Advisors
Idaho
$372K
Group One Trading
643
Group One Trading
Illinois
$372K +$365K +12,121 New
WDG
644
Wealth Dimensions Group
Ohio
$371K -$45.4K -1,509 -11%
LA
645
Lifeworks Advisors
Michigan
$371K -$135K -4,489 -27%
FIA
646
Foundations Investment Advisors
Arizona
$370K +$363K +12,073 New
BC
647
Burney Company
Virginia
$370K -$4.67K -155 -1%
AIM
648
Advyzon Investment Management
Illinois
$369K -$26.9K -894 -7%
CTC
649
Central Trust Company
Missouri
$368K -$106K -3,524 -23%
JP Morgan Chase
650
JP Morgan Chase
New York
$368K -$15.4M -511,418 -98%

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.