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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
TPW
701
Tiller Private Wealth
Pennsylvania
$341K +$7.41K +235 +2%
PAG
702
Powers Advisory Group
Illinois
$337K -$31.1K -988 -8%
PMSA
703
Patrick M. Sweeney & Associates
Illinois
$335K -$91.3K -2,895 -21%
FA
704
Flagstar Advisors
New York
$335K +$3.44K +109 +1%
SWA
705
Stratos Wealth Advisors
Ohio
$334K +$124K +3,934 +57%
WBCM
706
Wilson & Boucher Capital Management
California
$332K +$25.2K +800 +8%
GJIA
707
Glass Jacobson Investment Advisors
Maryland
$330K
IFA
708
Interactive Financial Advisors
Illinois
$329K +$2.4K +76 +0.7%
FT
709
Fiduciary Trust
Massachusetts
$327K -$41.4K -1,312 -11%
GEA
710
Glen Eagle Advisors
New Jersey
$326K -$7.25K -230 -2%
WP
711
WealthShield Partners
North Carolina
$326K +$97.4K +3,088 +41%
FMP
712
Financial Management Professionals
Texas
$325K +$9.99K +317 +3%
CAGAS
713
Capital Advisory Group Advisory Services
Minnesota
$321K -$6.5K -206 -2%
AFS
714
AFG Fiduciary Services
Massachusetts
$321K +$8.07K +256 +2%
PMG
715
ProVise Management Group
Florida
$321K -$33.8K -1,072 -9%
FFS
716
Founders Financial Securities
Maryland
$320K +$333K +10,570 New
CWM
717
Chemistry Wealth Management
New York
$319K -$13.7K -435 -4%
ABC
718
Associated Banc-Corp
Wisconsin
$318K
LMKC
719
L.M. Kohn & Company
Ohio
$316K -$43.3K -1,373 -12%
MWA
720
Midland Wealth Advisors
Illinois
$316K -$6.3K -200 -2%
MWM
721
Meridian Wealth Management
Kentucky
$316K +$90.4K +2,866 +39%
CCG
722
Chatham Capital Group
Georgia
$314K -$831K -26,346 -72%
Koshinski Asset Management
723
Koshinski Asset Management
Illinois
$313K -$32.2K -1,022 -9%
JIC
724
Joel Isaacson & Co
New York
$312K +$1.89K +60 +0.6%
MLA
725
My Legacy Advisors
Oregon
$312K +$6.94K +220 +2%

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.