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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
TCM
801
Triumph Capital Management
Colorado
$222K -$187K -6,225 -46%
KFI
802
Key Financial Inc
Pennsylvania
$222K +$6.23K +207 +3%
PWM
803
Pines Wealth Management
North Carolina
$220K
HAG
804
HF Advisory Group
Maryland
$220K +$3.58K +119 +2%
TCM
805
Tran Capital Management
California
$218K
CP
806
Cumberland Partners
Ontario, Canada
$216K +$212K +7,030 New
TFP
807
Traction Financial Partners
Wyoming
$216K +$211K +7,025 New
SMH
808
Sanders Morris Harris
Texas
$215K
AFA
809
Allium Financial Advisors
Oregon
$213K
AIC
810
Archer Investment Corporation
Indiana
$212K +$60 +2 +0%
WCA
811
Westover Capital Advisors
Delaware
$211K -$9M -298,922 -98%
SIG
812
Stonegate Investment Group
Alabama
$211K
VCA
813
Verdence Capital Advisors
Maryland
$210K
OA
814
Oxbow Advisors
Texas
$210K
FPW
815
Flywheel Private Wealth
California
$210K -$139K -4,620 -40%
1CP
816
17 Capital Partners
Arizona
$208K +$204K +6,772 New
CT
817
Colonial Trust
South Carolina
$207K -$15.2K -504 -7%
SIAG
818
Safeguard Investment Advisory Group
California
$207K +$203K +6,757 New
MCA
819
Millennium Capital Advisors
Arkansas
$207K -$2.71K -90 -1%
EWA
820
EP Wealth Advisors
California
$206K -$30.5K -1,012 -13%
MAG
821
Mokosak Advisory Group
Iowa
$206K +$3.46K +115 +2%
RWB
822
RMR Wealth Builders
New Jersey
$206K +$1.39K +46 +0.7%
RWM
823
Ritholtz Wealth Management
New York
$205K -$16K -531 -7%
TAM
824
Tocqueville Asset Management
New York
$202K -$2.26K -75 -1%
AA
825
Ancora Advisors
Ohio
$200K +$331 +11 +0.2%

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.