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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
FF
326
Farrell Financial
New York
$1.66M +$51.6K +1,619 +3%
SRC
327
Shufro Rose & Co
New York
$1.65M +$363K +11,400 +29%
TH
328
TCTC Holdings
Texas
$1.64M +$418K +13,113 +35%
APWA
329
Atlas Private Wealth Advisors
New Jersey
$1.64M -$1.4M -43,801 -46%
EWA
330
Emergent Wealth Advisors
New York
$1.63M +$494K +15,494 +44%
AWM
331
Accel Wealth Management
Iowa
$1.62M +$98.6K +3,094 +7%
FIM
332
Freedom Investment Management
Connecticut
$1.61M -$63.9K -2,005 -4%
GCM
333
Glaxis Capital Management
Florida
$1.61M
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$88K -2,762 -5%
BCP
335
Berkeley Capital Partners
Georgia
$1.59M +$1.57M +49,271 New
IBOK
336
Independence Bank of Kentucky
Kentucky
$1.59M -$31.1K -976 -2%
APWM
337
Argonautica Private Wealth Management
Massachusetts
$1.58M +$57.2K +1,795 +4%
PWW
338
Pettyjohn Wood & White
Virginia
$1.57M -$3.19K -100 -0.2%
AFG
339
Albion Financial Group
Utah
$1.54M +$46.5K +1,460 +3%
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M -$105K -3,301 -7%
PC
341
Prairiewood Capital
North Dakota
$1.52M +$956 +30 +0.1%
QC
342
Quadrature Capital
United Kingdom
$1.5M +$1.48M +46,523 New
RJT
343
Raymond James Trust
Florida
$1.5M +$88.2K +2,766 +6%
CCG
344
Chatham Capital Group
Georgia
$1.48M -$59K -1,850 -4%
BST
345
Bath Savings Trust
Maine
$1.48M -$50.4K -1,581 -3%
MCC
346
Money Concepts Capital
Florida
$1.47M +$128K +4,004 +10%
BAM
347
Brave Asset Management
New Jersey
$1.46M
SWA
348
Sax Wealth Advisors
New Jersey
$1.45M -$208K -6,511 -13%
SF
349
Summit Financial
New Jersey
$1.44M +$279K +8,767 +24%
TCM
350
Telos Capital Management
California
$1.43M -$40.2K -1,260 -3%

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.