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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
SG
251
Sharper & Granite
California
$2.35M +$280K +8,770 +14%
Bessemer Group
252
Bessemer Group
New Jersey
$2.33M -$226K -7,083 -9%
DSC
253
Duncker Streett & Co
Missouri
$2.29M +$675K +21,179 +42%
WW
254
Westshore Wealth
California
$2.29M -$155K -4,859 -6%
KPWS
255
Kestra Private Wealth Services
Texas
$2.25M +$328K +10,282 +17%
AWA
256
Aletheian Wealth Advisors
Washington
$2.23M +$275K +8,639 +14%
FWA
257
FOCUS Wealth Advisors
Texas
$2.23M +$70K +2,197 +3%
SEI Investments
258
SEI Investments
Pennsylvania
$2.22M -$140K -4,401 -6%
SFI
259
SPC Financial Inc
Maryland
$2.22M +$10.7K +335 +0.5%
SFA
260
Sequoia Financial Advisors
Ohio
$2.21M +$151K +4,735 +7%
RCA
261
Reitz Capital Advisors
Michigan
$2.21M
MPCG
262
Matrix Private Capital Group
New York
$2.18M -$64.5K -2,024 -3%
TA
263
TrueWealth Advisors
Alabama
$2.18M -$2.45M -76,783 -53%
ASN
264
Advisory Services Network
Georgia
$2.17M -$2.08M -65,357 -49%
FCBT
265
First Citizens Bank & Trust
North Carolina
$2.17M +$2.14M +67,266 New
MCM
266
McRae Capital Management
New Jersey
$2.16M -$227K -7,113 -10%
FNT
267
First National Trust
Pennsylvania
$2.12M -$606 -19 -0%
DWM
268
Destination Wealth Management
California
$2.11M +$351K +11,012 +20%
LHWM
269
Lake Hills Wealth Management
Texas
$2.1M +$2.07M +65,084 New
IWC
270
Integrated Wealth Concepts
Massachusetts
$2.09M +$390K +12,232 +23%
TCA
271
Transcend Capital Advisors
New Jersey
$2.07M +$470K +14,740 +30%
WS
272
Wedbush Securities
California
$2.07M -$425K -13,317 -17%
EH
273
Equitable Holdings
New York
$2.07M -$8.38K -263 -0.4%
IAS
274
Insigneo Advisory Services
Florida
$2.05M +$123K +3,863 +6%
RIA
275
Realta Investment Advisors
Delaware
$2.05M +$130K +4,080 +7%

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.