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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
AWM
376
Aprio Wealth Management
Georgia
$1.27M -$732K -22,957 -37%
FCI
377
Financial Counselors Inc
Kansas
$1.26M -$492K -15,431 -28%
BCM
378
Bowie Capital Management
Texas
$1.26M
SSA
379
Schonfeld Strategic Advisors
New York
$1.25M +$1.02M +32,134 +473%
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$1.24M +$677K +21,244 +123%
FWM
381
Finer Wealth Management
Massachusetts
$1.24M -$259K -8,112 -17%
SCA
382
Snowden Capital Advisors
New York
$1.23M +$431K +13,519 +55%
UCB
383
United Community Bank
South Carolina
$1.23M -$154K -4,837 -11%
OHWP
384
Oak Harbor Wealth Partners
North Carolina
$1.21M +$165K +5,181 +16%
Asset Management One
385
Asset Management One
Japan
$1.21M -$91.3K -2,863 -7%
PCIA
386
Prime Capital Investment Advisors
Kansas
$1.21M +$343K +10,772 +40%
Mirae Asset Global Investments
387
Mirae Asset Global Investments
South Korea
$1.21M -$188K -5,909 -14%
IIM
388
Ipswich Investment Management
Massachusetts
$1.2M +$153K +4,800 +15%
AAS
389
Annex Advisory Services
Wisconsin
$1.2M -$26.4K -828 -2%
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$1.2M
ATPW
391
Ashton Thomas Private Wealth
Arizona
$1.19M -$9.88K -310 -0.8%
AA
392
Apriem Advisors
California
$1.19M +$1.18M +37,029 New
JWCA
393
J.W. Cole Advisors
Florida
$1.19M -$299K -9,380 -20%
ACM
394
AlphaStar Capital Management
North Carolina
$1.18M +$1.17M +36,739 New
OFG
395
Orcam Financial Group
California
$1.18M +$1.15K +36 +0.1%
VWM
396
Valley Wealth Managers
New Jersey
$1.17M -$81.8K -2,567 -7%
GTAM
397
Global Trust Asset Management
Florida
$1.17M +$19.4K +608 +2%
MCM
398
Monument Capital Management
Virginia
$1.17M -$52.7K -1,654 -4%
I
399
INVST
Indiana
$1.17M -$103K -3,229 -8%
IAIM
400
International Assets Investment Management
Florida
$1.16M +$27.3K +857 +2%

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.