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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
LPAM
426
Lodestar Private Asset Management
California
$1.02M -$3.06K -96 -0.3%
PI
427
PFG Investments
New York
$1.02M +$739K +23,172 +272%
NAG
428
Northstar Advisory Group
New Jersey
$1.02M +$79.9K +2,505 +8%
KFI
429
Key Financial Inc
Pennsylvania
$1.01M -$36.5K -1,144 -4%
ACA
430
American Capital Advisory
Idaho
$1.01M -$116K -3,627 -10%
AAS
431
Ameritas Advisory Services
Nebraska
$1.01M +$628K +19,690 +157%
CTWM
432
Cherry Tree Wealth Management
Minnesota
$1.01M
CC
433
Courier Capital
New York
$1.01M +$142K +4,439 +17%
BKA
434
Brick & Kyle Associates
Pennsylvania
$995K -$23.1K -726 -2%
WBG
435
Wharton Business Group
Pennsylvania
$994K -$14.5M -455,180 -94%
BSW
436
Buckingham Strategic Wealth
Missouri
$994K
ML
437
McAdam LLC
Pennsylvania
$993K -$64 -2 -0%
PFBT
438
Parkside Financial Bank & Trust
Missouri
$989K +$349K +10,940 +55%
SW
439
Simplicity Wealth
New Jersey
$983K +$973K +30,511 New
RWM
440
Ritholtz Wealth Management
New York
$978K +$48.5K +1,520 +5%
KIA
441
KCM Investment Advisors
California
$976K -$91K -2,856 -9%
GFS
442
GYL Financial Synergies
Connecticut
$975K -$7.01K -220 -0.7%
SFS
443
Sowell Financial Services
Arkansas
$967K -$4.33K -136 -0.5%
BOM
444
Bank of Marin
California
$967K -$39.9K -1,251 -4%
HTC
445
Haverford Trust Company
Pennsylvania
$959K +$35.9K +1,125 +4%
CIA
446
Capital Investment Advisors
Georgia
$956K -$480K -15,056 -34%
FHB
447
First Hawaiian Bank
Hawaii
$955K -$13.4K -420 -1%
EAMA
448
EFG Asset Management (Americas)
Florida
$953K -$283K -8,881 -23%
PWA
449
Primoris Wealth Advisors
Florida
$952K +$697K +21,875 +285%
IWM
450
IHT Wealth Management
Illinois
$949K +$98.8K +3,100 +12%

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.