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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
APWM
326
Argonautica Private Wealth Management
Massachusetts
$1.69M +$22.8K +708 +1%
FNT
327
First National Trust
Pennsylvania
$1.69M +$650K +20,204 +66%
ACM
328
AlphaStar Capital Management
North Carolina
$1.65M +$344K +10,696 +28%
TA
329
TrueWealth Advisors
Alabama
$1.64M -$310K -9,630 -16%
RA
330
Rockingstone Advisors
Massachusetts
$1.62M -$264K -8,206 -14%
SRC
331
Shufro Rose & Co
New York
$1.61M
MCC
332
Money Concepts Capital
Florida
$1.6M +$19.1K +593 +1%
PWW
333
Pettyjohn Wood & White
Virginia
$1.58M -$208K -6,450 -12%
HAC
334
Harbor Advisory Corp
New Hampshire
$1.57M -$152K -4,709 -9%
ST
335
Somerset Trust
Pennsylvania
$1.56M +$630K +19,587 +72%
GC
336
Guggenheim Capital
Illinois
$1.54M -$727K -22,599 -33%
BBL
337
Beck Bode LLC
Massachusetts
$1.54M -$692K -21,489 -32%
SC
338
Sierra Capital
Florida
$1.54M -$597K -18,551 -29%
KWM
339
Kingsview Wealth Management
Oregon
$1.53M -$44.2K -1,372 -3%
AWM
340
Accel Wealth Management
Iowa
$1.52M -$96.4K -2,994 -6%
NP
341
Nilsine Partners
Colorado
$1.52M +$51.2K +1,590 +4%
AGA
342
Arkos Global Advisors
Texas
$1.52M +$418K +12,993 +40%
VAM
343
Verity Asset Management
North Carolina
$1.51M -$4.18K -130 -0.3%
BAM
344
Brave Asset Management
New Jersey
$1.51M
FI
345
Financial Insights
Washington
$1.5M +$821K +25,500 +130%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$48.7K -1,514 -3%
OHWP
347
Oak Harbor Wealth Partners
North Carolina
$1.49M +$112K +3,487 +8%
PWA
348
Primoris Wealth Advisors
Florida
$1.49M +$417K +12,960 +41%
TCM
349
Telos Capital Management
California
$1.48M +$5.7K +177 +0.4%
PC
350
Prairiewood Capital
North Dakota
$1.47M +$7.79K +242 +0.5%

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.