We are live on ! Find out more
PFF icon

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
MA
251
Mutual Advisors
Nebraska
$2.56M -$337K -10,468 -12%
PP
252
Prudential plc
United Kingdom
$2.56M +$2.05M +63,760 +479%
NB
253
NBT Bank
New York
$2.55M +$135K +4,199 +6%
LHC
254
Little House Capital
Massachusetts
$2.54M -$33.5K -1,041 -1%
FGA
255
Fortis Group Advisors
New Jersey
$2.53M +$62.9K +1,953 +3%
FNC
256
First National Corp
Massachusetts
$2.48M -$121K -3,754 -5%
DJSG
257
D.J. St. Germain
Massachusetts
$2.47M -$17.8K -553 -0.7%
AEPWM
258
Atlantic Edge Private Wealth Management
Florida
$2.46M -$112K -3,490 -4%
CA
259
Corrado Advisors
New Jersey
$2.44M -$59K -1,833 -2%
CIA
260
Concurrent Investment Advisors
Florida
$2.43M +$259K +8,039 +12%
CWM
261
Cordatus Wealth Management
Pennsylvania
$2.42M +$14.7K +457 +0.6%
SVWAG
262
Sound View Wealth Advisors Group
Georgia
$2.42M -$70K -2,176 -3%
CW
263
CreativeOne Wealth
Kansas
$2.4M +$444K +13,809 +24%
SFA
264
Sequoia Financial Advisors
Ohio
$2.37M +$252K +7,820 +12%
IAS
265
Insigneo Advisory Services
Florida
$2.36M +$63.9K +1,985 +3%
LCWP
266
Legacy Capital Wealth Partners
Arkansas
$2.34M +$90.6K +2,815 +4%
FWA
267
FOCUS Wealth Advisors
Texas
$2.29M -$32.1K -998 -1%
Bessemer Group
268
Bessemer Group
New Jersey
$2.27M -$126K -3,925 -5%
CFG
269
Citizens Financial Group
Rhode Island
$2.27M +$467K +14,501 +27%
WB
270
WesBanco Bank
West Virginia
$2.25M -$13.1K -408 -0.6%
DWM
271
Destination Wealth Management
California
$2.24M +$65.3K +2,028 +3%
CCMG
272
Clark Capital Management Group
Pennsylvania
$2.23M -$4.87M -151,468 -69%
AWM
273
Ariadne Wealth Management
California
$2.21M
MCM
274
McRae Capital Management
New Jersey
$2.2M -$20.9K -650 -1%
SFI
275
SPC Financial Inc
Maryland
$2.2M -$57.9K -1,800 -3%

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.