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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
CCM
176
Crabel Capital Management
California
$3.54M -$1.4M -44,553 -28%
JSL
177
JT Stratford LLC
Georgia
$3.53M -$1.52M -48,317 -30%
SAM
178
SP Asset Management
California
$3.49M -$1.14M -36,391 -25%
BIP
179
Bouvel Investment Partners
Pennsylvania
$3.49M +$137K +4,371 +4%
BHBT
180
Burke & Herbert Bank & Trust
Virginia
$3.47M -$20.6K -656 -0.6%
CIA
181
Concurrent Investment Advisors
Florida
$3.44M +$397K +12,624 +13%
RWA
182
Redmont Wealth Advisors
Illinois
$3.42M -$298K -9,479 -8%
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$3.41M +$3.4M +108,000 New
AWA
184
Aletheian Wealth Advisors
Washington
$3.32M +$148K +4,722 +5%
SC
185
Sykon Capital
New York
$3.27M +$3.25M +103,487 New
EWA
186
Emergent Wealth Advisors
New York
$3.27M +$292K +9,284 +10%
PCM
187
Price Capital Management
Louisiana
$3.24M +$3.22M +102,480 New
CBT
188
Crews Bank & Trust
Florida
$3.24M +$118K +3,760 +4%
Fiera Capital (Canada)
189
Fiera Capital (Canada)
Quebec, Canada
$3.23M -$12.3K -391 -0.4%
AF
190
Allworth Financial
California
$3.18M -$143K -4,555 -4%
CSP
191
Cary Street Partners
Virginia
$3.17M -$454K -14,428 -13%
LCM
192
Liberty Capital Management
Michigan
$3.17M +$786 +25 +0%
LFAS
193
Level Four Advisory Services
Texas
$3.15M -$24.6K -781 -0.8%
CAM
194
Congress Asset Management
Massachusetts
$3.11M +$147K +4,683 +5%
CC
195
Courier Capital
New York
$3.1M -$87.8K -2,791 -3%
Principal Financial Group
196
Principal Financial Group
Iowa
$3.1M +$43.7K +1,389 +1%
AWM
197
Aprio Wealth Management
Georgia
$3.09M +$65.6K +2,085 +2%
PMAM
198
Penn Mutual Asset Management
Pennsylvania
$3.08M
DLCIG
199
D.L. Carlson Investment Group
New Hampshire
$3.06M +$3.04M +96,769 New
SIAP
200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.06M -$14.5K -460 -0.5%

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.