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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
Bank of America
1
Bank of America
North Carolina
$661M -$96.7M -3,212,783 -13%
Morgan Stanley
2
Morgan Stanley
New York
$470M -$34M -1,128,551 -7%
Wells Fargo
3
Wells Fargo
California
$277M -$47.8M -1,587,667 -15%
LPL Financial
4
LPL Financial
California
$247M -$2.37M -78,817 -1%
UBS Group
5
UBS Group
Switzerland
$172M -$8.83M -293,352 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$132M -$19.4M -645,867 -13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$129M -$17.1M -569,056 -12%
Mariner
8
Mariner
Kansas
$113M -$1.54M -51,039 -1%
FIB
9
First Interstate Bank
Montana
$87.9M -$4.33M -143,869 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$82.8M +$81.3M +2,700,100 New
Raymond James Financial
11
Raymond James Financial
Florida
$80.5M +$16.7M +555,455 +27%
BlackRock
12
BlackRock
New York
$80.1M -$6.56M -218,063 -8%
US Bancorp
13
US Bancorp
Minnesota
$62.1M -$5.08M -168,827 -8%
Charles Schwab
14
Charles Schwab
California
$60.4M +$4.14M +137,530 +8%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.8M +$1.93M +64,033 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$56M -$7.04M -233,893 -11%
Truist Financial
17
Truist Financial
North Carolina
$54.6M -$933K -30,999 -2%
Ameriprise
18
Ameriprise
Minnesota
$52.4M -$2.69M -89,471 -5%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$49M -$5.8M -192,691 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$45.4M -$2.25M -74,895 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$44.3M +$8.55M +284,014 +24%
Deutsche Bank
22
Deutsche Bank
Germany
$42M -$5.56M -184,622 -12%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$38.9M -$2.01M -66,732 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$37.5M -$632K -20,997 -2%
EWM
25
Edge Wealth Management
New York
$36.4M -$3.49M -116,105 -9%

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.