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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
PFA
51
Pure Financial Advisors
California
$17.2M +$725K +24,092 +4%
Cerity Partners
52
Cerity Partners
New York
$17M -$1.8M -59,645 -10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$15.9M -$2.84M -94,353 -15%
Renaissance Technologies
54
Renaissance Technologies
New York
$15.5M +$13.9M +463,200 +1,062%
PI
55
Parkside Investments
Illinois
$15.2M +$1.42M +47,198 +11%
SWP
56
Stratos Wealth Partners
Ohio
$15.1M +$10.9M +360,917 +273%
KAS
57
Kestra Advisory Services
Texas
$15.1M +$1.45M +48,294 +11%
NCM
58
Northside Capital Management
Oregon
$14.7M +$1.52M +50,378 +12%
HF
59
HRT Financial
New York
$14.3M -$16.7M -556,476 -54%
RSWM
60
Robertson Stephens Wealth Management
California
$13.8M -$1.23M -40,842 -8%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$13.7M -$994K -33,011 -7%
SIA
62
SeaBridge Investment Advisors
New Jersey
$13.5M +$2.32M +77,154 +21%
SPIA
63
Steward Partners Investment Advisory
New York
$13.5M +$1.45M +48,269 +12%
SS
64
SBI Securities
Japan
$13.4M +$1.64M +54,528 +14%
CS
65
Capital Square
Tennessee
$12.7M -$401K -13,333 -3%
FCBT
66
First Citizens Bank & Trust
North Carolina
$12.7M -$80.8K -2,685 -0.6%
FBB
67
Fulton Breakefield Broenniman
Maryland
$12.7M -$1.85M -61,434 -13%
RIA
68
Regal Investment Advisors
Michigan
$12.6M -$81.7K -2,713 -0.7%
SA
69
Sanctuary Advisors
Indiana
$12.4M -$386K -12,826 -3%
CI
70
Conning Inc
Connecticut
$12M
BI
71
Ballast Inc
Kentucky
$11.6M +$3.55M +117,806 +45%
HCM
72
Hilton Capital Management
New York
$11.4M -$31.2M -1,037,383 -74%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$11M +$1.16M +38,554 +12%
NA
74
NewEdge Advisors
Louisiana
$11M +$2.37M +78,817 +28%
GLA
75
Good Life Advisors
Pennsylvania
$10.5M +$1.05M +34,777 +11%

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.