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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
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.4M +$3.53M +110,828 +8%
CSIA
27
Charles Schwab Investment Advisory
California
$45.1M +$44.6M +1,399,411 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$44.9M -$3.51M -109,985 -7%
EWM
29
Edge Wealth Management
New York
$44.8M -$459K -14,394 -1%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$44.4M +$5.73M +179,666 +15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$40.7M +$31M +972,514 +333%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$40.5M +$11.1M +347,574 +38%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$39.5M -$3.35M -105,048 -8%
DWM
34
Dakota Wealth Management
Florida
$37.7M +$811K +25,447 +2%
HCM
35
Hilton Capital Management
New York
$36.6M -$1.27M -39,840 -3%
KeyBank National Association
36
KeyBank National Association
Ohio
$34.4M -$1.36M -42,760 -4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$33.1M +$606K +19,006 +2%
IWS
38
Insight Wealth Strategies
California
$30.9M +$364K +11,422 +1%
GT
39
Greenleaf Trust
Michigan
$30.9M +$7.44M +233,319 +32%
SG Americas Securities
40
SG Americas Securities
New York
$29.8M
SI
41
Stephens Inc
Arkansas
$29.5M +$282K +8,835 +1%
SW
42
SVB Wealth
Massachusetts
$26.6M -$694K -21,781 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$25.4M -$1.06M -33,318 -4%
Corient Private Wealth
44
Corient Private Wealth
Florida
$25.4M -$1.15M -36,139 -4%
MF
45
Montis Financial
Massachusetts
$24.9M +$14.6M +457,697 +145%
SMFG
46
Sumitomo Mitsui Financial Group
Japan
$23.2M -$1.98M -61,989 -8%
TA
47
Townsend & Associates
Colorado
$23.2M +$548K +17,180 +2%
WF
48
Welch & Forbes
Massachusetts
$22.1M -$127K -3,981 -0.6%
RJA
49
Raymond James & Associates
Florida
$21.7M -$8.59M -269,344 -29%
JIP
50
Jaffetilchin Investment Partners
Florida
$21.6M +$13.4M +421,708 +171%

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.