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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
FWP
351
FAS Wealth Partners
Kansas
$1.47M +$19.6K +609 +1%
SWA
352
Sax Wealth Advisors
New Jersey
$1.47M +$142K +4,420 +11%
PFS
353
Prospect Financial Services
New York
$1.46M +$126K +3,908 +10%
SCA
354
Snowden Capital Advisors
New York
$1.46M -$244K -7,577 -15%
CA
355
CoreCap Advisors
Michigan
$1.44M +$1.4M +43,481 New
AWM
356
AE Wealth Management
Kansas
$1.44M +$420K +13,054 +43%
FAIM
357
Financial Advocates Investment Management
Washington
$1.44M +$226K +7,009 +21%
CGA
358
Crescent Grove Advisors
Illinois
$1.44M +$19.1K +595 +1%
ACP
359
Aviance Capital Partners
Florida
$1.42M -$4.41K -137 -0.3%
FA
360
FC Advisory
Pennsylvania
$1.42M +$28.4K +882 +2%
GIA
361
Gladstone Institutional Advisory
Florida
$1.42M +$694K +21,569 +101%
CA
362
Carson Advisory
Georgia
$1.42M +$412K +12,808 +43%
WSFS
363
Wilmington Savings Fund Society
Delaware
$1.42M +$530K +16,462 +63%
CANC
364
Culbertson A N & Co
Virginia
$1.41M
SS
365
Sunbelt Securities
Texas
$1.4M +$135K +4,210 +11%
CCG
366
Chatham Capital Group
Georgia
$1.4M -$51.5K -1,600 -4%
HWA
367
HCR Wealth Advisors
California
$1.39M -$7.08K -220 -0.5%
WHG
368
Westwood Holdings Group
Texas
$1.38M +$1.34M +41,575 New
MBT
369
Montecito Bank & Trust
California
$1.38M
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
$1.38M -$14.5M -452,062 -92%
IBOK
371
Independence Bank of Kentucky
Kentucky
$1.37M -$191K -5,950 -13%
EFS
372
Essex Financial Services
Connecticut
$1.37M -$50.8K -1,579 -4%
PFT
373
Providence First Trust
Arizona
$1.37M -$2.58K -80 -0.2%
Franklin Resources
374
Franklin Resources
California
$1.36M +$10.7K +332 +0.8%
BJL
375
Brighton Jones LLC
Washington
$1.35M -$284K -8,826 -18%

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.