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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
Bank of America
1
Bank of America
North Carolina
$764M +$82.3M +2,615,811 +12%
Morgan Stanley
2
Morgan Stanley
New York
$487M +$2.8M +89,059 +0.6%
Wells Fargo
3
Wells Fargo
California
$294M +$8.81M +280,181 +3%
LPL Financial
4
LPL Financial
California
$256M +$1.6M +50,826 +0.6%
BI
5
Bramshill Investments
Florida
$197M +$196M +6,238,662 New
UBS Group
6
UBS Group
Switzerland
$181M +$3.76M +119,592 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$141M +$5.29M +168,168 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$129M -$4.27M -135,752 -3%
Mariner
9
Mariner
Kansas
$118M +$1.92M +60,980 +2%
FIB
10
First Interstate Bank
Montana
$90.8M +$217K +6,906 +0.2%
Raymond James Financial
11
Raymond James Financial
Florida
$89.7M +$6.68M +212,419 +8%
BlackRock
12
BlackRock
New York
$82.8M +$231K +7,353 +0.3%
Charles Schwab
13
Charles Schwab
California
$64.3M +$2.06M +65,484 +3%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.4M +$770K +24,503 +1%
US Bancorp
15
US Bancorp
Minnesota
$62.3M -$1.66M -52,913 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$57.1M +$11.4M +362,493 +25%
Truist Financial
17
Truist Financial
North Carolina
$55.9M -$387K -12,322 -0.7%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$53.8M +$6.97M +221,586 +15%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$50.2M +$2.01M +64,011 +4%
Ameriprise
20
Ameriprise
Minnesota
$50M -$3.96M -125,901 -7%
SPIA
21
Steward Partners Investment Advisory
New York
$47.4M +$33.3M +1,060,446 +242%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$44.4M -$13.2M -420,893 -23%
Osaic Holdings
23
Osaic Holdings
Arizona
$41.8M +$3.14M +99,874 +8%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$39.3M -$812K -25,833 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$36.7M -$62.8K -1,996 -0.2%

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.