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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
FGA
651
Fortis Group Advisors
New Jersey
$398K -$1.98M -62,656 -83%
AIM
652
Advyzon Investment Management
Illinois
$397K +$57.6K +1,827 +16%
AF
653
Apollon Financial
South Carolina
$396K
CFS
654
CRA Financial Services
New Jersey
$392K -$9.36K -297 -2%
BFG
655
Beacon Financial Group
Texas
$391K -$226K -7,154 -36%
TWM
656
Tradition Wealth Management
Minnesota
$389K -$35.5K -1,125 -8%
FSA
657
Fort Sheridan Advisors
Illinois
$388K -$23.6K -750 -6%
NWM
658
Northcape Wealth Management
New York
$388K +$189 +6 +0%
SMC
659
Smith, Moore & Co
Missouri
$386K -$3.53K -112 -0.9%
RCA
660
Ranch Capital Advisors
Florida
$385K -$12.9K -410 -3%
DWA
661
Douglass Winthrop Advisors
New York
$384K
HCA
662
Harbour Capital Advisors
Virginia
$383K +$24.6K +780 +7%
WA
663
Westfuller Advisors
New York
$382K +$851 +27 +0.2%
GI
664
GLOBALT Investments
Georgia
$380K -$43.1K -1,367 -10%
UBV
665
United Bank (Virginia)
Virginia
$378K -$7.88K -250 -2%
QFA
666
Quattro Financial Advisors
Texas
$378K
FNT
667
First Nebraska Trust
Nebraska
$377K -$9.14K -290 -2%
PWM
668
Prosperity Wealth Management
California
$376K -$8.45K -268 -2%
FWM
669
Finer Wealth Management
Massachusetts
$375K -$33.2K -1,052 -8%
BC
670
Burney Company
Virginia
$375K -$124K -3,920 -24%
IA
671
Inspire Advisors
Idaho
$372K +$382K +12,121 New
MFG
672
Merit Financial Group
Georgia
$372K +$381K +12,091 New
RFA
673
Register Financial Advisors
Georgia
$371K +$98.9K +3,136 +35%
AFM
674
Armstrong Fleming & Moore
District of Columbia
$371K +$381K +12,082 New
SIS
675
Sound Income Strategies
Florida
$371K +$250K +7,939 +192%

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.