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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
FFS
126
Fortress Financial Solutions
Arizona
$5.65M +$337K +10,715 +6%
Barclays
127
Barclays
United Kingdom
$5.61M +$5.58M +177,480 New
QIM
128
Quest Investment Management
Oregon
$5.6M
BFC
129
Blue Fin Capital
Rhode Island
$5.49M +$210K +6,663 +4%
CFG
130
Cornerstone Financial Group
Nebraska
$5.46M +$410K +13,054 +8%
EWA
131
Exencial Wealth Advisors
Oklahoma
$5.4M +$340K +10,815 +7%
BAM
132
BOS Asset Management
Illinois
$5.29M +$23.2K +739 +0.4%
XF
133
XML Financial
Maryland
$5.27M -$97.9K -3,114 -2%
PWM
134
Paulson Wealth Management
Illinois
$5.23M +$5.2M +165,499 New
JGIA
135
Jackson Grant Investment Advisers
Connecticut
$5.21M +$27K +858 +0.5%
TWM
136
Tanager Wealth Management
United Kingdom
$5.14M +$1.39M +44,335 +38%
FAP
137
Financial Advisory Partners
Florida
$4.99M -$122K -3,866 -2%
BOS
138
Bank of Stockton
California
$4.98M +$54.9K +1,747 +1%
BHWA
139
Beacon Harbor Wealth Advisors
Virginia
$4.97M +$371K +11,801 +8%
WA
140
Waverly Advisors
Alabama
$4.89M +$69.9K +2,223 +1%
IFPG
141
Intrepid Financial Planning Group
Indiana
$4.86M -$208K -6,620 -4%
IRC
142
Investors Research Corp
Georgia
$4.73M +$309K +9,821 +7%
CWM
143
Cordatus Wealth Management
Pennsylvania
$4.73M +$795K +25,276 +20%
RWP
144
RWA Wealth Partners
Massachusetts
$4.67M +$864K +27,463 +23%
Creative Planning
145
Creative Planning
Kansas
$4.64M +$847K +26,934 +22%
WPC
146
White Pine Capital
Minnesota
$4.56M +$5.25K +167 +0.1%
CWS
147
Cypress Wealth Services
California
$4.47M -$145K -4,617 -3%
SFA
148
Sequoia Financial Advisors
Ohio
$4.47M -$497K -15,808 -10%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$4.42M -$3.49M -110,834 -44%
Bessemer Group
150
Bessemer Group
New Jersey
$4.35M +$2.98M +94,639 +220%

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.