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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
BWL
901
Bogart Wealth LLC
Virginia
$30K -$88.2K -2,929 -75%
SL
902
Salomon & Ludwin
Virginia
$29.9K
ME
903
McIlrath & Eck
Washington
$29.8K
CSC
904
Caldwell Sutter Capital
California
$28.2K +$602 +20 +2%
HFS
905
Hantz Financial Services
Michigan
$27K +$26.4K +878 New
GGI
906
Godsey & Gibb Inc
Virginia
$26.8K
KG
907
Kilter Group
New York
$24.9K +$24.4K +810 New
IAS
908
IMA Advisory Services
Colorado
$24.7K
GBT
909
Grove Bank & Trust
Florida
$24.5K
GWP
910
Gen-Wealth Partners
Michigan
$23.3K
LC
911
Luminist Capital
Michigan
$23.1K -$2.02K -67 -8%
BHWM
912
Beaird Harris Wealth Management
Texas
$22.9K -$56.1K -1,865 -71%
SAM
913
S.A. Mason
Michigan
$22.7K
GSWM
914
Golden State Wealth Management
California
$22.6K -$3.28K -109 -13%
RF
915
Robbins Farley
New Hampshire
$21.7K +$361 +12 +2%
HPC
916
HM Payson & Co
Maine
$21.5K -$50.2K -1,669 -70%
OFG
917
Oxford Financial Group
Indiana
$21.5K
FM
918
Family Management
New York
$21K +$20.6K +683 New
LFASL
919
Lugano Financial Advisors SA (LFA)
Switzerland
$19.5K -$60.3K -2,003 -76%
CTA
920
Colonial Trust Advisors
South Carolina
$19.2K
GCM
921
Gables Capital Management
Florida
$18.7K
CBT
922
CoreFirst Bank & Trust
Kansas
$18.4K +$18.1K +600 New
CAL
923
Capital Analysts LLC
Pennsylvania
$18K
NECFA
924
New England Capital Financial Advisors
Connecticut
$18K +$7.07K +235 +67%
AP
925
Atwood & Palmer
Missouri
$16.6K -$18.1K -600 -53%

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.