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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
SBIA
301
Sheaff Brock Investment Advisors
Indiana
$1.88M +$116K +3,597 +7%
JCM
302
Janney Capital Management
Pennsylvania
$1.87M -$36.4K -1,132 -2%
PIA
303
Powell Investment Advisors
Florida
$1.86M +$25.1K +780 +1%
WIA
304
Wetzel Investment Advisors
Indiana
$1.86M -$105K -3,278 -6%
MC
305
Mathes Company
New York
$1.86M +$74K +2,300 +4%
CPIG
306
Chicago Partners Investment Group
Illinois
$1.85M -$12.9K -402 -0.7%
CCA
307
Cadent Capital Advisors
Oklahoma
$1.82M +$817K +25,390 +86%
DWS
308
Dynamic Wealth Strategies
California
$1.82M +$73.5K +2,283 +4%
BCP
309
Berkeley Capital Partners
Georgia
$1.82M +$211K +6,561 +14%
NB
310
Northwest Bancshares
Pennsylvania
$1.81M -$26.7K -831 -2%
FCM
311
Fortis Capital Management
Washington
$1.81M +$26.8K +834 +2%
FA
312
Faithward Advisors
Pennsylvania
$1.8M -$45.5K -1,414 -3%
RJT
313
Raymond James Trust
Florida
$1.8M +$128K +3,971 +8%
EWA
314
Emergent Wealth Advisors
New York
$1.79M +$26K +807 +2%
Jane Street
315
Jane Street
New York
$1.79M -$10.4M -322,303 -86%
BST
316
Bath Savings Trust
Maine
$1.78M +$143K +4,436 +9%
CHC
317
City Holding Co
West Virginia
$1.78M -$47.7K -1,483 -3%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$22.9K -711 -1%
AAG
319
Armstrong Advisory Group
Massachusetts
$1.74M +$224K +6,973 +15%
ACM
320
Arcataur Capital Management
Wisconsin
$1.73M -$26.4K -820 -2%
EWA
321
Etesian Wealth Advisors
Oregon
$1.73M +$460K +14,299 +38%
WWM
322
Western Wealth Management
Colorado
$1.73M +$803K +24,964 +92%
NCM
323
Noesis Capital Mangement
Florida
$1.72M -$98.1K -3,048 -6%
CRC
324
Curi RMB Capital
Illinois
$1.71M +$15.7K +488 +1%
GRP
325
Global Retirement Partners
California
$1.71M -$28K -870 -2%

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.