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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
PIA
301
Powell Investment Advisors
Florida
$1.84M -$89.2K -2,799 -5%
NS
302
NBC Securities
Alabama
$1.82M -$52.5K -1,648 -3%
WIA
303
Wetzel Investment Advisors
Indiana
$1.82M +$22.5K +706 +1%
CCC
304
Chesapeake Capital Corp
Florida
$1.81M -$618K -19,380 -26%
SC
305
Sierra Capital
Florida
$1.8M -$3.25K -102 -0.2%
CHC
306
City Holding Co
West Virginia
$1.8M -$5.93K -186 -0.3%
NCM
307
Noesis Capital Mangement
Florida
$1.8M -$28.1K -880 -2%
CJFS
308
Coulter & Justus Financial Services
Tennessee
$1.8M +$1.78M +55,833 New
GAM
309
Grandview Asset Management
Pennsylvania
$1.79M -$110K -3,436 -6%
MC
310
Mathes Company
New York
$1.77M +$76.5K +2,400 +5%
CPIG
311
Chicago Partners Investment Group
Illinois
$1.77M +$32.2K +1,010 +2%
RA
312
Rockingstone Advisors
Massachusetts
$1.76M +$106K +3,310 +6%
BPA
313
Beacon Pointe Advisors
California
$1.76M -$847K -26,580 -33%
SCA
314
Stokes Capital Advisors
South Carolina
$1.75M +$744K +23,341 +75%
ECA
315
Elevated Capital Advisors
Utah
$1.75M -$4.27K -134 -0.2%
TA
316
TFG Advisers
Michigan
$1.75M -$59.8K -1,876 -3%
KWM
317
Kingsview Wealth Management
Oregon
$1.73M +$38K +1,191 +2%
SBIA
318
Sheaff Brock Investment Advisors
Indiana
$1.72M -$1.56M -48,884 -48%
BF
319
BOK Financial
Oklahoma
$1.72M -$8.14M -255,294 -83%
ACM
320
Arcataur Capital Management
Wisconsin
$1.72M -$8.83K -277 -0.5%
LFAS
321
Level Four Advisory Services
Texas
$1.71M
FCM
322
Fortis Capital Management
Washington
$1.7M +$18.2K +572 +1%
BB
323
Busey Bank
Illinois
$1.69M -$22.3K -701 -1%
DWS
324
Dynamic Wealth Strategies
California
$1.69M +$308K +9,676 +23%
CIA
325
Concurrent Investment Advisors
Florida
$1.69M +$710K +22,268 +74%

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.