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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
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$3.69M -$123K -4,100 -3%
RWP
177
RWA Wealth Partners
Massachusetts
$3.69M -$57.2K -1,900 -2%
Creative Planning
178
Creative Planning
Kansas
$3.67M -$4.95M -164,468 -58%
TWM
179
Tanager Wealth Management
United Kingdom
$3.63M +$1.35M +44,784 +61%
SDAM
180
Shulman DeMeo Asset Management
New York
$3.62M -$61K -2,025 -2%
SWM
181
Sagace Wealth Management
Florida
$3.61M +$84.3K +2,799 +2%
RWA
182
Redmont Wealth Advisors
Illinois
$3.61M -$349K -11,598 -9%
PA
183
Parallel Advisors
California
$3.6M -$48.9K -1,626 -1%
AWS
184
Atria Wealth Solutions
New York
$3.57M -$6.73M -223,728 -66%
CSP
185
Cary Street Partners
Virginia
$3.52M +$255K +8,475 +8%
BHBT
186
Burke & Herbert Bank & Trust
Virginia
$3.39M -$6.02K -200 -0.2%
CW
187
CreativeOne Wealth
Kansas
$3.37M +$811K +26,931 +32%
DIA
188
Davidson Investment Advisors
Montana
$3.37M +$44.6K +1,482 +1%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$3.36M +$2.62M +86,908 +386%
IPW
190
Invictus Private Wealth
Colorado
$3.29M +$809K +26,863 +33%
BIP
191
Bouvel Investment Partners
Pennsylvania
$3.25M +$338K +11,241 +12%
AF
192
Allworth Financial
California
$3.23M +$624K +20,717 +25%
PIWA
193
Prevail Innovative Wealth Advisors
Kansas
$3.22M -$128K -4,249 -4%
SF
194
Summit Financial
New Jersey
$3.2M -$44.5K -1,477 -1%
FHA
195
Flagship Harbor Advisors
Massachusetts
$3.15M +$1.85M +61,389 +149%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$3.14M
APWA
197
Atlas Private Wealth Advisors
New Jersey
$3.13M -$211K -7,000 -6%
IFA
198
Independence Financial Advisors
New Hampshire
$3.1M -$2.83M -93,904 -48%
CC
199
Courier Capital
New York
$3.1M -$617K -20,489 -17%
LFAS
200
Level Four Advisory Services
Texas
$3.08M -$44.7K -1,485 -1%

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.