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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
NA
76
NewEdge Advisors
Louisiana
$12.1M +$779K +24,761 +7%
SC
77
Swan Capital
Florida
$11.3M +$4.58M +145,536 +69%
Capstone Investment Advisors
78
Capstone Investment Advisors
New York
$11.2M +$11.1M +354,301 New
HCM
79
Hilton Capital Management
New York
$11M -$784K -24,934 -7%
SCTC
80
Sanibel Captiva Trust Company
Florida
$10.9M +$105K +3,333 +1%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$10.8M +$1.11M +35,310 +12%
HI
82
Horizon Investments
North Carolina
$10.6M +$10.7M +339,143 New
OHIS
83
Oak Harvest Investment Services
Texas
$10.4M +$419K +13,317 +4%
CFO
84
Collective Family Office
Pennsylvania
$10M +$552K +17,561 +6%
ANTB
85
AMG National Trust Bank
Colorado
$9.91M +$14.8K +470 +0.2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$9.75M +$77.2K +2,454 +0.8%
HNB
87
Huntington National Bank
Ohio
$9.6M
SF
88
Synovus Financial
Georgia
$9.51M -$431K -13,712 -4%
FFG
89
Frisch Financial Group
New York
$9.19M -$113K -3,597 -1%
SWIG
90
Strategic Wealth Investment Group
Kentucky
$9.13M +$8.57M +272,672 +1,694%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$8.97M -$686K -21,801 -7%
HF
92
HRT Financial
New York
$8.81M -$5.92M -188,184 -40%
FSC
93
Full Sail Capital
Oklahoma
$8.54M -$1.68M -53,400 -17%
SP
94
Stablepoint Partners
Massachusetts
$8.46M +$630K +20,031 +8%
CCM
95
Campbell Capital Management
Florida
$8.4M -$74.7K -2,375 -0.9%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$8.25M -$217K -6,915 -3%
FDS
97
Freedom Day Solutions
Texas
$7.93M +$681K +21,665 +9%
PFS
98
Prospera Financial Services
Texas
$7.87M +$694K +22,058 +10%
PAG
99
Private Advisor Group
New Jersey
$7.82M +$224K +7,119 +3%
DC
100
Davenport & Co
Virginia
$7.53M +$497K +15,800 +7%

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.