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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
PCM
676
Princeton Capital Management
New Jersey
$368K +$2.37K +75 +0.6%
FHC
677
First Heartland Consultants
Missouri
$366K -$15.3K -484 -4%
CCG
678
Coastwise Capital Group
California
$365K +$23.5K +744 +7%
MWPCG
679
Measured Wealth Private Client Group
New Hampshire
$365K -$39.2K -1,243 -9%
KV
680
Kickstand Ventures
New York
$364K -$4.28M -135,893 -92%
FB
681
Fulton Bank
Pennsylvania
$363K
CWP
682
Core Wealth Partners
California
$363K
EIP
683
Easterly Investment Partners
Massachusetts
$362K -$167K -5,285 -31%
NFA
684
Northwest Financial Advisors
Virginia
$362K +$3.5K +111 +1%
TCM
685
TD Capital Management
Tennessee
$361K +$757 +24 +0.2%
EFG
686
Ehrlich Financial Group
California
$361K -$176K -5,598 -32%
ACP
687
Argyle Capital Partners
California
$358K +$29.9K +950 +9%
TWC
688
TD Waterhouse Canada
Ontario, Canada
$358K +$62.4K +1,978 +20%
BAM
689
Belpointe Asset Management
Nevada
$357K -$309K -9,817 -46%
MWM
690
MGB Wealth Management
Texas
$354K +$31.5K +1,000 +9%
KWM
691
KFG Wealth Management
Indiana
$353K -$15.2K -483 -4%
JWCA
692
J.W. Coons Advisors
Ohio
$353K -$3.31K -105 -0.9%
FPW
693
Flywheel Private Wealth
California
$353K +$9.46K +300 +3%
FWA
694
FSC Wealth Advisors
New York
$349K +$137K +4,356 +62%
V
695
ViaWealth
Kansas
$348K -$172K -5,453 -32%
CFB
696
Cullen/Frost Bankers
Texas
$348K +$252 +8 +0.1%
IAA
697
Independent Advisor Alliance
North Carolina
$346K -$1.52M -48,312 -81%
JAG
698
Journey Advisory Group
Kentucky
$345K -$112K -3,545 -24%
CWM
699
Calamos Wealth Management
Illinois
$342K +$351K +11,139 New
Wolverine Trading
700
Wolverine Trading
Illinois
$341K +$139K +4,417 +66%

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.