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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
FLFS
951
Family Legacy Financial Solutions
North Carolina
$7.42K +$7.28K +242 New
FF
952
Friedenthal Financial
New Jersey
$6.63K
BAM
953
Bellevue Asset Management
Washington
$6.14K
PWAM
954
Private Wealth Asset Management
Iowa
$6.14K
RFS
955
Richardson Financial Services
Massachusetts
$5.61K +$271 +9 +5%
CCM
956
Chilton Capital Management
Texas
$5.22K
MLA
957
MB, Levis & Associates
Pennsylvania
$5.12K
AIM
958
Anchor Investment Management
South Carolina
$4.7K +$30 +1 +0.7%
MAS
959
MPWM Advisory Solutions
Georgia
$4.63K -$51.5K -1,711 -92%
LWA
960
Lowe Wealth Advisors
Maryland
$4.6K
LI
961
LRI Investments
Florida
$4.6K
PSB
962
Piscataqua Savings Bank
New Hampshire
$4.11K
VCM
963
Versant Capital Management
Arizona
$3.96K
CT
964
Coastline Trust
Rhode Island
$3.83K -$9.33K -310 -71%
NFSG
965
Newbridge Financial Services Group
Florida
$3.83K -$5.57K -185 -60%
WWM
966
Wolff Wiese Magana
California
$3.44K
FGC
967
Financial Gravity Companies
Texas
$3.1K +$3.04K +101 New
BL
968
BFSG LLC
California
$3.07K
WTFG
969
Wood Tarver Financial Group
Idaho
$3K
T
970
Transce3nd
Texas
$2.94K -$1.81K -60 -38%
EWA
971
Elevate Wealth Advisory
Georgia
$2.82K
IMC
972
Investment Management Corporation
Virginia
$2.76K
BONH
973
Bank of New Hampshire
New Hampshire
$2.64K
BA
974
Ballast Advisors
Minnesota
$2.27K +$2.23K +74 New
SWIM
975
Smallwood Wealth Investment Management
New Jersey
$1.96K

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.