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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
PFS
101
Prospera Financial Services
Texas
$6.96M +$186K +6,170 +3%
DC
102
Davenport & Co
Virginia
$6.82M +$881K +29,283 +15%
BA
103
Bard Associates
Illinois
$6.78M +$6M +199,249 +913%
Comerica Bank
104
Comerica Bank
Texas
$6.77M -$509K -16,904 -7%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$6.67M -$1.51M -50,126 -19%
DAS
106
Dynamic Advisor Solutions
Arizona
$6.57M +$181K +6,028 +3%
SC
107
Swan Capital
Florida
$6.51M -$6.18M -205,297 -49%
MHIP
108
Mountain Hill Investment Partners
New Jersey
$6.49M +$45.1K +1,500 +0.7%
AWM
109
Angeles Wealth Management
California
$6.33M +$46.7K +1,552 +0.8%
AllianceBernstein
110
AllianceBernstein
Tennessee
$6.3M +$358K +11,909 +6%
BCM
111
Bluefin Capital Management
New York
$6.14M +$4.6M +152,960 +325%
GL
112
Graypoint LLC
New York
$6.11M -$2.47K -82 -0%
BCM
113
Brookstone Capital Management
Illinois
$6.1M +$699K +23,218 +13%
ALC
114
Alexander Labrunerie & Co
Missouri
$6.08M -$95.5K -3,174 -2%
CL
115
CIM LLC
New York
$6.08M +$441K +14,642 +8%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$6.05M +$158K +5,261 +3%
MWA
117
Moser Wealth Advisors
Washington
$6.04M -$371K -12,324 -6%
PI
118
PineBridge Investments
New York
$6M
KTC
119
Kentucky Trust Company
Kentucky
$5.72M +$185K +6,135 +3%
AAS
120
Avantax Advisory Services
Texas
$5.67M -$7.19M -239,016 -56%
Millennium Management
121
Millennium Management
New York
$5.58M +$5.47M +181,810 New
IFG
122
Independent Financial Group
California
$5.46M -$282K -9,367 -5%
AssetMark Inc
123
AssetMark Inc
California
$5.45M +$218K +7,255 +4%
QIM
124
Quest Investment Management
Oregon
$5.43M
FAT
125
First American Trust
California
$5.39M +$168K +5,585 +3%

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.