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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
LWM
401
Lionsbridge Wealth Management
Florida
$1.14M -$18.2K -565 -2%
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$1.14M
JWCA
403
J.W. Cole Advisors
Florida
$1.13M +$70.8K +2,199 +7%
FIM
404
Freedom Investment Management
Connecticut
$1.13M -$70.3K -2,184 -6%
AAS
405
Annex Advisory Services
Wisconsin
$1.13M -$145K -4,493 -12%
SHFA
406
SS&H Financial Advisors
Michigan
$1.13M
OFG
407
Orcam Financial Group
California
$1.13M -$2.03K -63 -0.2%
PIMG
408
Patriot Investment Management Group
Tennessee
$1.13M -$26.6K -826 -2%
AAS
409
Ameritas Advisory Services
Nebraska
$1.12M -$307K -9,553 -22%
MIA
410
MMBG Investment Advisors
Florida
$1.12M
PWA
411
Prairie Wealth Advisors
Nebraska
$1.12M +$4.67K +145 +0.4%
CFGS
412
Concourse Financial Group Securities
Alabama
$1.11M +$86.6K +2,691 +9%
SFC
413
Strategic Financial Concepts
Texas
$1.11M -$32.9M -1,022,460 -97%
NEPWA
414
New England Private Wealth Advisors
Massachusetts
$1.09M +$36.9K +1,146 +4%
NL
415
NWAM LLC
Washington
$1.09M -$197K -6,121 -16%
PCIA
416
Prime Capital Investment Advisors
Kansas
$1.08M +$80.3K +2,496 +8%
BB
417
Busey Bank
Illinois
$1.08M -$607K -18,875 -37%
MA
418
Montag & Associates
Georgia
$1.07M +$99.5K +3,093 +11%
RBC
419
Romano Brothers & Co
Illinois
$1.07M +$8.53K +265 +0.8%
WT
420
Whittier Trust
California
$1.07M -$75.3K -2,341 -7%
PA
421
PFG Advisors
Arizona
$1.07M +$181K +5,624 +21%
SPC
422
Sigma Planning Corp
Michigan
$1.07M -$94.5K -2,936 -8%
KAM
423
Knightsbridge Asset Management
California
$1.07M +$1.03M +32,122 New
NAG
424
Northstar Advisory Group
New Jersey
$1.06M -$10.2K -317 -1%
PWM
425
Perigon Wealth Management
California
$1.06M -$189K -5,869 -16%

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.