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iShares Preferred and Income Securities ETF

1,045 hedge funds and large institutions have $6.22B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 397 increasing their positions, 395 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

5% more capital invested

Capital invested by funds: $5.92B → $6.22B (+$300M)

1% more funds holding

Funds holding: 1,0311,045 (+14)

1% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 395

1.34% less ownership

Funds ownership: 43.15%41.81% (-1.3%)

39% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $24M

Holders
1,045
Holders Change
+14
Holders Change %
+1.36%
% of All Funds
15.05%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
103
Increased
397
Reduced
395
Closed
75
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SOL Capital Management
Maryland
$2.71M +$211K +6,625 +9%
CCM
227
Crabel Capital Management
California
$2.7M -$251K -7,862 -9%
HWM
228
Hohimer Wealth Management
Washington
$2.7M +$446K +13,981 +20%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$2.68M -$735K -23,043 -22%
ClearBridge Investments
230
ClearBridge Investments
New York
$2.68M -$216K -6,766 -8%
BBL
231
Beck Bode LLC
Massachusetts
$2.64M -$392K -12,294 -13%
MMRF
232
Michelson Medical Research Foundation
California
$2.64M
MLM
233
Mount Lucas Management
Pennsylvania
$2.62M -$64.4K -2,021 -2%
SSW
234
Smith Shellnut Wilson
Mississippi
$2.6M +$10K +315 +0.4%
GL
235
Graypoint LLC
New York
$2.59M +$105K +3,282 +4%
MA
236
MYDA Advisors
New York
$2.58M
DJSG
237
D.J. St. Germain
Massachusetts
$2.54M +$233K +7,316 +10%
GDP
238
Great Diamond Partners
Maine
$2.54M +$1.73M +54,225 +222%
AFP
239
Ausdal Financial Partners
Iowa
$2.52M +$2.49M +78,205 New
CB
240
Community Bank
New York
$2.51M +$155K +4,850 +7%
IPW
241
Invictus Private Wealth
Colorado
$2.5M +$68K +2,134 +3%
FTS
242
Fifth Third Securities
Ohio
$2.49M -$197K -6,177 -7%
CW
243
Channel Wealth
California
$2.49M +$101K +3,180 +4%
HAC
244
Harbor Advisory Corp
New Hampshire
$2.48M
GC
245
Guggenheim Capital
Illinois
$2.46M -$219K -6,865 -8%
IRC
246
Investors Research Corp
Georgia
$2.45M +$155K +4,863 +7%
Barclays
247
Barclays
United Kingdom
$2.41M -$108K -3,400 -4%
CA
248
Corrado Advisors
New Jersey
$2.41M -$111K -3,485 -4%
LHC
249
Little House Capital
Massachusetts
$2.39M +$2.37M +74,210 New
NB
250
NBT Bank
New York
$2.35M -$5.1K -160 -0.2%

PFF Hedge Fund Activity: Q1 2024 in Review

1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2024, worth a combined $6.22B — up 5.1% from $5.92B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PFF positions and 75 closed out — a net gain of 28 holders — while 397 added to existing stakes and 395 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $144M. The largest seller was Morgan Stanley, cutting an estimated $478M.

  • 1,045 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2024, up from 1,031 in Q4 2023.
  • Funds reported $6.22B of iShares Preferred and Income Securities ETF stock for Q1 2024, up 5.1% quarter-over-quarter.
  • 103 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2024 and 75 closed out, a net change of +28 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $144M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2024 was Morgan Stanley, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2024.