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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
Lido Advisors
126
Lido Advisors
California
$5.38M -$1.62M -53,695 -23%
KAM
127
Knightsbridge Asset Management
California
$5.37M -$123K -4,070 -2%
RFWA
128
RPg Family Wealth Advisory
Massachusetts
$5.3M -$51.5K -1,710 -1%
GCM
129
Glaxis Capital Management
Florida
$5.28M +$301K +10,000 +6%
XF
130
XML Financial
Maryland
$5.2M +$376K +12,489 +8%
ES
131
Eagle Strategies
New York
$5.19M +$160K +5,327 +3%
FFS
132
Fortress Financial Solutions
Arizona
$5.15M +$224K +7,449 +5%
BFC
133
Blue Fin Capital
Rhode Island
$5.12M +$11.9K +394 +0.2%
BAM
134
BOS Asset Management
Illinois
$5.11M +$26.5K +882 +0.5%
JGIA
135
Jackson Grant Investment Advisers
Connecticut
$5.03M -$19.1K -636 -0.4%
FAP
136
Financial Advisory Partners
Florida
$4.96M -$154K -5,125 -3%
PCP
137
Proficio Capital Partners
Massachusetts
$4.96M +$145M +4,809,993 +22,976%
IFPG
138
Intrepid Financial Planning Group
Indiana
$4.92M -$66.2K -2,200 -1%
EWA
139
Exencial Wealth Advisors
Oklahoma
$4.91M -$413K -13,724 -8%
JSL
140
JT Stratford LLC
Georgia
$4.9M +$321K +10,670 +7%
CFG
141
Cornerstone Financial Group
Nebraska
$4.9M +$43.7K +1,453 +0.9%
SFA
142
Sequoia Financial Advisors
Ohio
$4.82M -$5.37M -178,454 -53%
CCM
143
Crabel Capital Management
California
$4.8M +$1.99M +66,260 +73%
BOS
144
Bank of Stockton
California
$4.78M +$86.5K +2,875 +2%
Cohen & Steers
145
Cohen & Steers
New York
$4.76M +$3.11M +103,248 +199%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$4.74M +$92.9K +3,087 +2%
KPWS
147
Kestra Private Wealth Services
Texas
$4.73M +$308K +10,217 +7%
RA
148
RFG Advisory
Alabama
$4.68M +$700K +23,243 +18%
WA
149
Waverly Advisors
Alabama
$4.67M -$97.4K -3,235 -2%
HFRG
150
Houlihan Financial Resource Group
Virginia
$4.59M -$188K -6,233 -4%

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.