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iShares Preferred and Income Securities ETF

1,018 hedge funds and large institutions have $6.03B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 416 increasing their positions, 363 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 363

7% more capital invested

Capital invested by funds: $5.64B → $6.03B (+$393M)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 1,0061,018 (+12)

0.71% less ownership

Funds ownership: 39.81%39.1% (-0.71%)

79% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $26.4M

Holders
1,018
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
14.62%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
416
Reduced
363
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Sykon Capital
New York
$2.86M -$922K -28,653 -25%
TCA
227
Transcend Capital Advisors
New Jersey
$2.84M +$378K +11,753 +16%
AWA
228
Aletheian Wealth Advisors
Washington
$2.81M +$67.9K +2,111 +3%
HWM
229
Hohimer Wealth Management
Washington
$2.79M +$20.1K +625 +0.7%
CST
230
Charles Schwab Trust
Nevada
$2.77M -$267K -8,304 -9%
OIA
231
OneDigital Investment Advisors
Kansas
$2.76M -$12.3K -382 -0.5%
CWMS
232
Cannon Wealth Management Services
North Carolina
$2.76M +$2.67M +83,058 New
MOS
233
MGO One Seven
Ohio
$2.75M +$15.2K +472 +0.6%
MLM
234
Mount Lucas Management
Pennsylvania
$2.75M +$120K +3,742 +5%
SSW
235
Smith Shellnut Wilson
Mississippi
$2.75M +$3.8K +118 +0.1%
AWM
236
Aprio Wealth Management
Georgia
$2.74M +$17.1K +531 +0.6%
CAM
237
Congress Asset Management
Massachusetts
$2.68M -$276K -8,588 -10%
MPCG
238
Matrix Private Capital Group
New York
$2.65M +$281K +8,742 +12%
IPW
239
Invictus Private Wealth
Colorado
$2.65M +$30.2K +937 +1%
ClearBridge Investments
240
ClearBridge Investments
New York
$2.65M
DSC
241
Duncker Streett & Co
Missouri
$2.64M +$93.5K +2,905 +4%
DI
242
Disciplined Investments
Oklahoma
$2.64M -$117K -3,639 -4%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$2.64M -$3.08M -95,625 -55%
GWM
244
Geneos Wealth Management
Colorado
$2.63M -$803K -24,946 -24%
AHIA
245
Andrew Hill Investment Advisors
Florida
$2.63M +$1.09M +33,927 +75%
WDA
246
Wendell David Associates
New Hampshire
$2.62M -$20.9K -650 -0.8%
TB
247
Treynor Bancshares
Iowa
$2.6M +$103K +3,198 +4%
SAG
248
SageView Advisory Group
California
$2.58M +$1.28M +39,676 +104%
PS
249
Principal Securities
Iowa
$2.58M -$1.07M -33,236 -30%
GDP
250
Great Diamond Partners
Maine
$2.57M +$24.3K +754 +1%

PFF Hedge Fund Activity: Q3 2024 in Review

1,018 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2024, worth a combined $6.03B — up 7% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 53 closed out — a net gain of 25 holders — while 416 added to existing stakes and 363 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.3M. The largest seller was Strategic Financial Concepts, cutting an estimated $32.9M.

  • 1,018 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2024, up from 1,006 in Q2 2024.
  • Funds reported $6.03B of iShares Preferred and Income Securities ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2024 and 53 closed out, a net change of +25 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2024 was Morgan Stanley, an estimated $51.3M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2024.