We are live on ! Find out more
PFF icon

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
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$1.16M +$3.83K +120 +0.3%
FFN
402
Focus Financial Network
Minnesota
$1.15M -$1.38M -43,328 -54%
LWM
403
Lionsbridge Wealth Management
Florida
$1.14M -$26.5K -832 -2%
AWA
404
Arkadios Wealth Advisors
Georgia
$1.13M +$424K +13,288 +61%
FNBT
405
FineMark National Bank & Trust
Florida
$1.13M +$281K +8,800 +34%
CT
406
Caldwell Trust
Florida
$1.13M -$120K -3,756 -10%
HI
407
Harbour Investments
Wisconsin
$1.13M +$177K +5,550 +19%
FFBTD
408
First Financial Bank - Trust Division
Ohio
$1.13M -$113K -3,531 -9%
PIMG
409
Patriot Investment Management Group
Tennessee
$1.12M -$160K -5,008 -13%
CFG
410
Citizens Financial Group
Rhode Island
$1.11M -$512K -16,071 -32%
AAG
411
Armstrong Advisory Group
Massachusetts
$1.1M
CFGS
412
Concourse Financial Group Securities
Alabama
$1.1M +$26.7K +838 +3%
SHFA
413
SS&H Financial Advisors
Michigan
$1.09M -$77.3K -2,425 -7%
GRP
414
Global Retirement Partners
California
$1.08M +$11.8K +369 +1%
MIA
415
MMBG Investment Advisors
Florida
$1.08M
SFC
416
Strategic Financial Concepts
Texas
$1.08M +$1.07M +33,530 New
PA
417
PFG Advisors
Arizona
$1.08M +$359K +11,271 +51%
PFS
418
Prospect Financial Services
New York
$1.07M +$492K +15,426 +87%
MMA
419
Miracle Mile Advisors
California
$1.07M -$436K -13,676 -29%
PWA
420
Prairie Wealth Advisors
Nebraska
$1.06M +$1.05M +32,970 New
WT
421
Whittier Trust
California
$1.06M -$1.59M -49,742 -60%
1832 Asset Management
422
1832 Asset Management
Ontario, Canada
$1.04M +$209K +6,544 +25%
EFS
423
Essex Financial Services
Connecticut
$1.04M -$84.9K -2,664 -8%
RBC
424
Romano Brothers & Co
Illinois
$1.03M -$29.4K -922 -3%
AA
425
AlphaQ Advisors
Florida
$1.02M

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.