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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
SC
976
Solstein Capital
California
$1.84K
PS
977
PayPay Securities
Japan
$1.72K +$30 +1 +2%
PCTC
978
Perkins Coie Trust Company
Washington
$1.53K
RF
979
Roxbury Financial
New Jersey
$1.47K
APW
980
Atlantic Private Wealth
North Carolina
$1.13K +$30 +1 +3%
NMG
981
New Millennium Group
Utah
$1.07K -$421 -14 -29%
IWM
982
IMG Wealth Management
Florida
$946 +$30 +1 +3%
GWSA
983
Global Wealth Strategies & Associates
Colorado
$736
CAM
984
Costello Asset Management
Pennsylvania
$706 -$5.33K -177 -89%
SFA
985
Semmax Financial Advisors
North Carolina
$427
DFA
986
DHJJ Financial Advisors
Illinois
$369
IHWM
987
Iron Horse Wealth Management
Iowa
$279 -$3.55K -118 -93%
Q1WB
988
Quest 10 Wealth Builders
Virginia
$61
1NWS
989
1 North Wealth Services
Maryland
$8
NYLIM
990
New York Life Investment Management
New York
-$25.5M -829,008 Closed
National Bank of Canada
991
National Bank of Canada
Quebec, Canada
-$13.6M -442,200 Closed
VW
992
Vantage Wealth
California
-$8.79M -286,100 Closed
CLGM
993
Capitolis Liquid Global Markets
New York
-$8.47M -278,000 Closed
SAMC
994
Spectrum Asset Management (Connecticut)
Connecticut
-$6.85M -222,761 Closed
RIS
995
Richmond Investment Services
Wisconsin
-$5.45M -177,432 Closed
SHF
996
Safe Harbor Fiduciary
Florida
-$3.11M -101,205 Closed
DLCIG
997
D.L. Carlson Investment Group
New Hampshire
-$2.6M -84,618 Closed
GDP
998
Great Diamond Partners
Maine
-$2.44M -79,474 Closed
CNFG
999
Creegan & Nassoura Financial Group
New Hampshire
-$1.88M -61,160 Closed
SCA
1000
Stokes Capital Advisors
South Carolina
-$1.54M -50,174 Closed

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.