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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
CFA
451
Camarda Financial Advisors
Florida
$951K +$33.1K +1,029 +4%
ETC
452
Exchange Traded Concepts
Oklahoma
$944K +$914K +28,404 New
MC
453
Moors & Cabot
Massachusetts
$940K +$118K +3,677 +15%
CTWM
454
Cherry Tree Wealth Management
Minnesota
$936K -$62.1K -1,929 -6%
CA
455
Calton & Associates
Florida
$931K -$225K -7,005 -20%
FFA
456
Farther Finance Advisors
California
$930K +$369K +11,468 +69%
BCA
457
Bay Colony Advisors
Massachusetts
$928K +$16.8K +522 +2%
NAS
458
Nicolet Advisory Services
Wisconsin
$927K +$193 +6 +0%
IAG
459
Investment Advisory Group
Massachusetts
$923K -$24.8K -772 -3%
Neuberger Berman Group
460
Neuberger Berman Group
New York
$920K +$37.3K +1,160 +4%
OCM
461
Objective Capital Management
Ohio
$917K +$888K +27,598 New
AA
462
Aire Advisors
California
$913K +$62.6K +1,946 +8%
CTC
463
Central Trust Company
Missouri
$911K -$218K -6,770 -20%
WHCFA
464
William Howard & Co Financial Advisors
Tennessee
$903K +$7.98K +248 +0.9%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$902K +$478K +14,866 +121%
MHR
466
Matthew Hamilton Rosenberg
$902K +$30.6K +950 +4%
MWA
467
Monograph Wealth Advisors
California
$901K
PBF
468
Petix & Botte Financial
California
$896K -$5.76K -179 -0.7%
BPA
469
Beacon Pointe Advisors
California
$894K -$39K -1,213 -4%
AIS
470
AM Investment Strategies
Tennessee
$891K +$5.76K +179 +0.7%
PCP
471
Proficio Capital Partners
Massachusetts
$888K -$218K -6,780 -20%
SRC
472
Sage Rhino Capital
California
$884K -$7.24K -225 -0.8%
Northern Trust
473
Northern Trust
Illinois
$878K +$190K +5,896 +29%
IWM
474
Integris Wealth Management
California
$876K +$151K +4,688 +22%
HIP
475
HUB Investment Partners
Texas
$874K -$69.1K -2,146 -8%

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.