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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
SWM
151
Sagace Wealth Management
Florida
$4.35M +$622K +19,797 +17%
EH
152
Equitable Holdings
New York
$4.33M +$158K +5,039 +4%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$4.32M -$562K -17,864 -12%
CCA
154
Checchi Capital Advisers
California
$4.3M +$251K +7,997 +6%
OFA
155
Oak Family Advisors
Illinois
$4.29M +$4.27M +135,760 New
WAS
156
Wealth Advisory Solutions
Indiana
$4.21M +$24.5K +778 +0.6%
OC
157
Oppenheimer & Co
New York
$4.11M -$392K -12,476 -9%
CIM
158
Cambria Investment Management
California
$4.1M +$4.1M +130,416 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.01M -$13.7K -436 -0.3%
COA
160
Crown Oak Advisors
California
$3.99M
CB
161
Community Bank
New York
$3.99M +$92.1K +2,928 +2%
GRP
162
Global Retirement Partners
California
$3.98M -$48.4K -1,540 -1%
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$3.95M +$119K +3,797 +3%
PA
164
Perennial Advisors
New York
$3.88M +$33.2K +1,056 +0.9%
CFMC
165
Curbstone Financial Management Corp
New Hampshire
$3.82M +$18.9K +600 +0.5%
WCM
166
Winthrop Capital Management
Indiana
$3.81M -$180K -5,739 -5%
SDAM
167
Shulman DeMeo Asset Management
New York
$3.73M -$3.87K -123 -0.1%
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$3.67M -$586K -18,627 -14%
SF
169
Summit Financial
New Jersey
$3.66M +$355K +11,288 +11%
IPW
170
Invictus Private Wealth
Colorado
$3.64M +$244K +7,775 +7%
FAT
171
First American Trust
California
$3.61M -$1.94M -61,609 -35%
RA
172
RFG Advisory
Alabama
$3.59M -$1.22M -38,920 -26%
PA
173
Parallel Advisors
California
$3.58M -$123K -3,898 -3%
RIL
174
Rothschild Investment LLC
Illinois
$3.57M -$320K -10,182 -8%
DIA
175
Davidson Investment Advisors
Montana
$3.55M +$78.1K +2,483 +2%

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.