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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
CGH
376
CMG Global Holdings
Texas
$1.34M
RIA
377
Realta Investment Advisors
Delaware
$1.34M -$475K -14,758 -27%
PTC
378
Private Trust Company
Ohio
$1.32M +$3.89K +121 +0.3%
AFG
379
Albion Financial Group
Utah
$1.32M -$230K -7,155 -15%
DWM
380
Diversify Wealth Management
Utah
$1.3M -$47.1K -1,463 -4%
IWP
381
Invenio Wealth Partners
Florida
$1.3M +$210K +6,520 +20%
SWM
382
SeaCrest Wealth Management
New York
$1.3M +$744K +23,124 +144%
PI
383
PFG Investments
New York
$1.29M +$115K +3,564 +10%
TI
384
Tidal Investments
Wisconsin
$1.29M -$1.63M -50,651 -56%
William Blair & Company
385
William Blair & Company
Illinois
$1.28M -$72.3K -2,245 -5%
SW
386
Simplicity Wealth
New Jersey
$1.28M +$578K +17,945 +87%
HI
387
Harbour Investments
Wisconsin
$1.28M +$32.9K +1,023 +3%
GTAM
388
Global Trust Asset Management
Florida
$1.26M +$29.1K +905 +2%
IIM
389
Ipswich Investment Management
Massachusetts
$1.24M
WANY
390
Wealthspire Advisors (New York)
New York
$1.24M -$48.5K -1,508 -4%
FFN
391
Focus Financial Network
Minnesota
$1.23M +$9.62K +299 +0.8%
Asset Management One
392
Asset Management One
Japan
$1.23M +$80.7K +2,507 +7%
FPGK
393
Financial Partners Group (Kansas)
Kansas
$1.23M +$624K +19,389 +111%
ACA
394
American Capital Advisory
Idaho
$1.2M -$1.61K -50 -0.1%
KWMG
395
King Wealth Management Group
Florida
$1.19M -$52.8K -1,640 -4%
UCB
396
United Community Bank
South Carolina
$1.19M -$54.2K -1,685 -4%
PP
397
Patten & Patten
Tennessee
$1.19M -$112K -3,475 -9%
CCC
398
Chesapeake Capital Corp
Florida
$1.17M +$245K +7,609 +28%
SSW
399
Stone Summit Wealth
Florida
$1.17M -$102K -3,175 -8%
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.15M -$1.22M -37,900 -52%

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.