We are live on ! Find out more
PFF icon

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
GIA
701
Gladstone Institutional Advisory
Florida
$314K -$1.4M -46,519 -82%
LSIA
702
LaSalle St. Investment Advisors
Illinois
$311K +$22.2K +738 +8%
TCM
703
Traub Capital Management
Massachusetts
$309K +$304K +10,084 New
VFA
704
Valeo Financial Advisors
Indiana
$309K +$8.49K +282 +3%
MIM
705
Merrion Investment Management
New Jersey
$307K
NFG
706
Norris Financial Group
South Carolina
$307K
PMWMG
707
Parr McKnight Wealth Management Group
Minnesota
$307K
LMKC
708
L.M. Kohn & Company
Ohio
$305K -$10.1K -335 -3%
SWA
709
SFMG Wealth Advisors
Texas
$305K +$3.01K +100 +1%
AFP
710
Ausdal Financial Partners
Iowa
$305K +$93.7K +3,113 +46%
FHA
711
First Horizon Advisors
Tennessee
$305K +$2.26K +75 +0.8%
FMP
712
Financial Management Professionals
Texas
$304K -$19.5K -649 -6%
IAG
713
Investmark Advisory Group
Connecticut
$304K +$8.7K +289 +3%
XT
714
XTX Topco
Cayman Islands
$304K +$298K +9,900 New
BB
715
Bell Bank
North Dakota
$299K
JIC
716
Joel Isaacson & Co
New York
$299K -$12.4K -411 -4%
AP
717
Americana Partners
Texas
$295K +$57.6K +1,912 +25%
AA
718
Armis Advisers
Georgia
$295K +$55.9K +1,857 +24%
A
719
Argentarii
Ohio
$295K +$289K +9,602 New
LAM
720
L2 Asset Management
Massachusetts
$294K +$289K +9,599 New
GI
721
Gradient Investments
Minnesota
$294K -$3.01K -100 -1%
MFG
722
Midwest Financial Group
Kansas
$293K
IFA
723
Interactive Financial Advisors
Illinois
$290K -$37.6K -1,249 -12%
FWM
724
Finer Wealth Management
Massachusetts
$289K -$83.9K -2,786 -23%
KWS
725
Keystone Wealth Services
California
$288K -$9.9K -329 -3%

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.