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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
AWA
201
Aletheian Wealth Advisors
Washington
$3.07M +$204K +6,776 +7%
LCM
202
Liberty Capital Management
Michigan
$3.07M
CBT
203
Crews Bank & Trust
Florida
$3.03M +$47.6K +1,580 +2%
DIP
204
DT Investment Partners
Pennsylvania
$3.01M -$446K -14,803 -13%
EWA
205
Emergent Wealth Advisors
New York
$3M +$132K +4,375 +5%
PMAM
206
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
207
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M +$1.63K +54 +0.1%
Principal Financial Group
208
Principal Financial Group
Iowa
$2.96M +$109K +3,611 +4%
CIA
209
Concurrent Investment Advisors
Florida
$2.95M +$461K +15,313 +19%
MA
210
Mutual Advisors
Nebraska
$2.94M +$342K +11,354 +14%
AWM
211
Aprio Wealth Management
Georgia
$2.93M -$88.2K -2,931 -3%
MWM
212
Moran Wealth Management
Florida
$2.93M +$242K +8,033 +9%
GWM
213
GSB Wealth Management
Connecticut
$2.88M -$269K -8,935 -9%
CAM
214
Congress Asset Management
Massachusetts
$2.87M -$254K -8,427 -8%
AEPWM
215
Atlantic Edge Private Wealth Management
Florida
$2.83M -$35.5K -1,180 -1%
SC
216
SouthState Corp
Florida
$2.83M -$46.2K -1,534 -2%
PA
217
Procyon Advisors
Connecticut
$2.83M -$422K -14,023 -13%
PCM
218
Palouse Capital Management
Washington
$2.8M +$19K +632 +0.7%
MFG
219
MidWestOne Financial Group
Iowa
$2.74M -$61.7K -2,050 -2%
VIA
220
Victrix Investment Advisors
Florida
$2.71M -$25.3K -842 -0.9%
CF
221
Centaurus Financial
California
$2.7M +$77.4K +2,573 +3%
SSW
222
Smith Shellnut Wilson
Mississippi
$2.61M +$783 +26 +0%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$2.61M -$68.8K -2,287 -3%
AGA
224
Arkos Global Advisors
Texas
$2.59M +$58.3K +1,936 +2%
ETC
225
Exchange Traded Concepts
Oklahoma
$2.58M +$2.53M +84,108 New

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.