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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
ARC
1001
Advisor Resource Council
Texas
-$1.27M -43,923 Closed
WIA
1002
Wetzel Investment Advisors
Indiana
-$1.31M -42,691 Closed
MLM
1003
Mount Lucas Management
Pennsylvania
-$1.14M -37,173 Closed
CA
1004
Calton & Associates
Florida
-$1.04M -33,932 Closed
PA
1005
PFG Advisors
Arizona
-$1.04M -33,912 Closed
TI
1006
Tidal Investments
Wisconsin
-$1.04M -33,762 Closed
FCI
1007
Financial Counselors Inc
Kansas
-$1.02M -33,234 Closed
LWM
1008
Lionsbridge Wealth Management
Florida
-$911K -29,637 Closed
AG
1009
Ascent Group
Virginia
-$910K -29,609 Closed
TC
1010
TownSquare Capital
Utah
-$897K -29,190 Closed
PDL
1011
Portfolio Design Labs
California
-$874K -28,436 Closed
CAS
1012
Coppell Advisory Solutions
Texas
-$2.95M -26,683 Closed
ONST
1013
Old North State Trust
North Carolina
-$823K -26,177 Closed
TSS
1014
Two Sigma Securities
New York
-$804K -26,177 Closed
JSSH
1015
J. Safra Sarasin Holding
-$799K -26,000 Closed
HWM
1016
Horizon Wealth Management
Illinois
-$738K -24,025 Closed
PWA
1017
Prairie Wealth Advisors
Nebraska
-$731K -23,785 Closed
BA
1018
Brightwater Advisory
Florida
-$544K -17,700 Closed
BIA
1019
Barry Investment Advisors
Massachusetts
-$499K -16,235 Closed
TNA
1020
True North Advisors
Texas
-$484K -15,751 Closed
CPSC
1021
Carl P. Sherr & Co
Massachusetts
-$427K -13,886 Closed
MQWP
1022
Morey & Quinn Wealth Partners
Nebraska
-$409K -13,295 Closed
SBH
1023
Segall Bryant & Hamill
Illinois
-$402K -13,083 Closed
PWM
1024
Prosperity Wealth Management
California
-$376K -12,243 Closed
AFM
1025
Armstrong Fleming & Moore
District of Columbia
-$371K -12,082 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.