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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
STA
776
Summit Trail Advisors
New York
$242K +$238K +7,900 New
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K +$18.1K +600 +8%
SWM
778
SilverOak Wealth Management
Minnesota
$241K +$237K +7,865 New
WAG
779
Winthrop Advisory Group
Massachusetts
$239K -$45.1K -1,500 -16%
WP
780
WealthShield Partners
North Carolina
$235K -$88.6K -2,942 -28%
RCWM
781
Red Crane Wealth Management
California
$234K -$7.19K -239 -3%
OIA
782
Optimum Investment Advisors
Illinois
$233K
CWM
783
C2C Wealth Management
Arizona
$233K -$9.69K -322 -4%
OFS
784
OneAscent Financial Services
Alabama
$232K +$227K +7,551 New
AA
785
Apriem Advisors
California
$232K -$41.6K -1,383 -15%
NG
786
Norden Group
Utah
$231K -$54.2K -1,800 -19%
CGA
787
Crescent Grove Advisors
Illinois
$231K -$1.17M -39,014 -84%
BSHC
788
Breed's Hill Capital
Massachusetts
$231K
NL
789
NWAM LLC
Washington
$229K +$223K +7,423 New
FMC
790
First Merchants Corp
Indiana
$228K -$19.5K -649 -8%
IWP
791
Insight Wealth Partners
Texas
$228K
MLA
792
My Legacy Advisors
Oregon
$228K -$86.3K -2,868 -28%
AWS
793
Arkfeld Wealth Strategies
Nebraska
$227K +$18.2K +605 +9%
AWP
794
Axis Wealth Partners
Rhode Island
$225K -$6.08K -202 -3%
AA
795
Alesco Advisors
New York
$225K +$15.4K +510 +7%
BA
796
Bristlecone Advisors
Washington
$224K -$83.3K -2,769 -27%
ZIM
797
Zacks Investment Management
Illinois
$224K +$1.59K +53 +0.7%
AF
798
Advisornet Financial
Minnesota
$224K +$9.18K +305 +4%
WA
799
Wealthstar Advisors
Texas
$224K -$2.08K -69 -0.9%
WFA
800
Websterrogers Financial Advisors
South Carolina
$223K -$68K -2,260 -24%

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.