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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
GLA
451
Good Life Advisors
Pennsylvania
$949K +$501K +15,701 +114%
RCM
452
RMR Capital Management
California
$946K +$321K +10,069 +52%
LWM
453
LongView Wealth Management
Georgia
$939K +$11.4K +357 +1%
Neuberger Berman Group
454
Neuberger Berman Group
New York
$936K -$38.3K -1,200 -4%
AWM
455
AE Wealth Management
Kansas
$925K -$1.86M -58,273 -67%
Vanguard Group
456
Vanguard Group
Pennsylvania
$924K -$20.7K -650 -2%
MC
457
Moors & Cabot
Massachusetts
$923K +$313K +9,831 +52%
CAG
458
Crestwood Advisors Group
Massachusetts
$920K +$489K +15,338 +116%
CFA
459
Camarda Financial Advisors
Florida
$903K -$55.9K -1,753 -6%
AA
460
Aire Advisors
California
$901K -$10.1K -317 -1%
MWM
461
Modera Wealth Management
New Jersey
$895K -$88.1K -2,764 -9%
RIM
462
RW Investment Management
Idaho
$895K +$886K +27,780 New
WHCFA
463
William Howard & Co Financial Advisors
Tennessee
$885K +$875K +27,454 New
BCA
464
Bay Colony Advisors
Massachusetts
$884K +$78.3K +2,455 +10%
HIC
465
Hartline Investment Corp
Illinois
$884K +$875K +27,442 New
WWM
466
Western Wealth Management
Colorado
$883K -$622K -19,526 -42%
IAN
467
Integrated Advisors Network
Texas
$881K -$34.8K -1,093 -4%
ST
468
Somerset Trust
Pennsylvania
$880K -$1.27K -40 -0.1%
CCA
469
Cadent Capital Advisors
Oklahoma
$880K +$345K +10,821 +66%
GPA
470
Guidance Point Advisors
Massachusetts
$875K -$11.7K -366 -1%
AWM
471
Axxcess Wealth Management
California
$875K +$260K +8,141 +43%
MWA
472
Monograph Wealth Advisors
California
$874K -$173K -5,437 -17%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$872K -$12.2K -383 -1%
B
474
Bellecapital
Switzerland
$870K
MHR
475
Matthew Hamilton Rosenberg
$866K +$22.6K +709 +3%

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.