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iShares Preferred and Income Securities ETF

987 hedge funds and large institutions have $5.84B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 370 increasing their positions, 358 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

8% more capital invested

Capital invested by funds: $5.39B → $5.84B (+$447M)

3% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 358

0% more funds holding

Funds holding: 986987 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0.18% less ownership

Funds ownership: 39.98%39.8% (-0.18%)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
987
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
12.95%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
102
Increased
370
Reduced
358
Closed
79
Calls
$5.44M
Puts
$8.57M
Net Calls
-$3.14M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
826
Millennium Capital Advisors
Arkansas
$210K -$3.24K -103 -2%
VCA
827
Verdence Capital Advisors
Maryland
$208K -$9.43K -300 -4%
SSA
828
SSA Swiss Advisors
$206K +$205K +6,506 New
CPSC
829
Carl P. Sherr & Co
Massachusetts
$205K +$204K +6,485 New
LA
830
Latitude Advisors
Florida
$204K +$203K +6,446 New
CW
831
Channel Wealth
California
$202K +$201K +6,394 New
WF
832
Warner Financial
Maryland
$202K +$200K +6,375 New
CWM
833
Cornerstone Wealth Management
Missouri
$202K +$201K +6,383 New
SCM
834
Sterneck Capital Management
Missouri
$201K +$200K +6,360 New
ONST
835
Old North State Trust
North Carolina
$201K +$200K +6,357 New
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$25.2K +800 +14%
WCA
837
Westover Capital Advisors
Delaware
$200K -$17.5K -556 -8%
JEST
838
JTC Employer Solutions Trustee
Jersey
$196K
WP
839
WealthShield Partners
North Carolina
$193K -$49.2K -1,566 -20%
NEAM
840
New England Asset Management
Connecticut
$190K
WSCM
841
Wellington Shields Capital Management
New York
$188K +$57.9K +1,840 +45%
BLC
842
Brown, Lisle/Cummings
Rhode Island
$172K
CPG
843
Cornerstone Planning Group
New Jersey
$164K +$67K +2,131 +69%
AWA
844
American Wealth Advisors
Georgia
$161K +$160K +5,098 New
MCI
845
MRP Capital Investments
Georgia
$154K -$39.3K -1,250 -20%
LFA
846
LGT Financial Advisors
Texas
$147K +$146K +4,653 New
MA
847
MCF Advisors
Kentucky
$147K -$24.5K -780 -14%
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$146K
CSC
849
Cove Street Capital
California
$142K +$31.4K +1,000 +29%
NL
850
NVWM LLC
Pennsylvania
$142K -$19.7K -628 -12%

PFF Hedge Fund Activity: Q3 2025 in Review

987 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2025, worth a combined $5.84B — up 8.3% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PFF positions and 79 closed out — a net gain of 23 holders — while 370 added to existing stakes and 358 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $196M. The largest seller was Wellington Management Group, exiting entirely with an estimated $82.8M sold.

  • 987 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2025, up from 986 in Q2 2025.
  • Funds reported $5.84B of iShares Preferred and Income Securities ETF stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 102 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2025 was Bramshill Investments, an estimated $196M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2025 was Wellington Management Group, an estimated $82.8M sold.

Based on aggregated 13F filings for Q3 2025.