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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
WANY
351
Wealthspire Advisors (New York)
New York
$1.43M -$357K -11,205 -20%
BJL
352
Brighton Jones LLC
Washington
$1.42M +$104K +3,267 +8%
NP
353
Nilsine Partners
Colorado
$1.39M -$47.6K -1,492 -3%
CANC
354
Culbertson A N & Co
Virginia
$1.38M -$102K -3,189 -7%
FWP
355
FAS Wealth Partners
Kansas
$1.38M -$4.14K -130 -0.3%
MOS
356
MGO One Seven
Ohio
$1.37M +$40.7K +1,278 +3%
FA
357
FC Advisory
Pennsylvania
$1.36M +$7.49K +235 +0.6%
CGA
358
Crescent Grove Advisors
Illinois
$1.35M +$8.51K +267 +0.6%
CA
359
CoreCap Advisors
Michigan
$1.34M -$494K -15,495 -27%
MBT
360
Montecito Bank & Trust
California
$1.34M -$112K -3,499 -8%
ACP
361
Aviance Capital Partners
Florida
$1.33M +$47.6K +1,494 +4%
IWP
362
Invenio Wealth Partners
Florida
$1.33M -$732K -22,974 -36%
PP
363
Patten & Patten
Tennessee
$1.32M +$1.31M +41,002 New
CTC
364
Central Trust Company
Missouri
$1.32M +$6.38K +200 +0.5%
KWMG
365
King Wealth Management Group
Florida
$1.31M -$23.6K -739 -2%
PFT
366
Providence First Trust
Arizona
$1.31M +$187K +5,876 +17%
EWA
367
Etesian Wealth Advisors
Oregon
$1.31M -$84.4K -2,647 -6%
HWA
368
HCR Wealth Advisors
California
$1.31M -$7.43K -233 -0.6%
CGH
369
CMG Global Holdings
Texas
$1.3M
CA
370
Calton & Associates
Florida
$1.3M +$26.9K +843 +2%
William Blair & Company
371
William Blair & Company
Illinois
$1.28M -$300K -9,415 -19%
Franklin Resources
372
Franklin Resources
California
$1.28M -$6.79K -213 -0.5%
MAM
373
MMA Asset Management
Pennsylvania
$1.27M -$73.4K -2,301 -5%
SSW
374
Stone Summit Wealth
Florida
$1.27M -$96K -3,010 -7%
PTC
375
Private Trust Company
Ohio
$1.27M +$606K +18,998 +93%

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.