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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
WB
276
WesBanco Bank
West Virginia
$2.03M +$29.4K +923 +1%
CCA
277
Checchi Capital Advisers
California
$2.03M -$92.5K -2,903 -4%
WF
278
Wayfinding Financial
Washington
$2.03M -$423K -13,274 -17%
JPLA
279
Joseph P. Lucia & Associates
New York
$2.02M -$21.8K -685 -1%
CNFG
280
Creegan & Nassoura Financial Group
New Hampshire
$2.02M +$2M +62,635 New
DCM
281
Donaldson Capital Management
Indiana
$2.01M +$6.79K +213 +0.3%
PWM
282
Perigon Wealth Management
California
$2M +$939K +29,442 +90%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$1.99M -$246K -7,708 -11%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$1.98M +$951K +29,841 +95%
SC
285
Swan Capital
Florida
$1.97M +$461K +14,457 +31%
SPC
286
Sigma Planning Corp
Michigan
$1.95M +$732K +22,955 +61%
HA
287
HFG Advisors
Ohio
$1.94M +$59.2K +1,857 +3%
CW
288
CreativeOne Wealth
Kansas
$1.92M +$499K +15,656 +36%
OIA
289
OneDigital Investment Advisors
Kansas
$1.91M +$159K +5,002 +9%
JCM
290
Janney Capital Management
Pennsylvania
$1.91M -$340K -10,669 -15%
Bank of New York Mellon
291
Bank of New York Mellon
New York
$1.9M +$383K +12,001 +26%
FW
292
FirstPurpose Wealth
Utah
$1.89M -$413K -12,961 -18%
Nomura Asset Management
293
Nomura Asset Management
Japan
$1.89M -$2.54M -79,650 -58%
BEI
294
Benjamin Edwards Inc
Missouri
$1.88M +$66.4K +2,083 +4%
FA
295
Faithward Advisors
Pennsylvania
$1.87M +$1.84M +57,635 +12,395%
AI
296
AXS Investments
New York
$1.87M -$383K -12,000 -17%
IA
297
IFG Advisory
Georgia
$1.86M +$207K +6,508 +13%
CRC
298
Curi RMB Capital
Illinois
$1.85M +$1.22M +38,275 +200%
FNC
299
First National Corp
Massachusetts
$1.85M
NB
300
Northwest Bancshares
Pennsylvania
$1.84M -$77.3K -2,426 -4%

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.