iShares Preferred and Income Securities ETF
1,006 hedge funds and large institutions have $5.64B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 379 increasing their positions, 397 reducing their positions, and 95 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 397
2% less ownership
Funds ownership: 41.81% → 39.81% (-2%)
4% less funds holding
Funds holding: 1,045 → 1,006 (-39)
9% less capital invested
Capital invested by funds: $6.22B → $5.64B (-$578M)
17% less funds holding in top 10
Funds holding in top 10: 36 → 30 (-6)
22% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 95
71% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $40.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$43.7M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$32.2M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$29.2M |
| 5 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$147M |
| 2 |
Goldman Sachs
New York
|
-$94.4M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$80.6M |
| 4 |
HF
HRT Financial
New York
|
-$51.8M |
| 5 |
Cohen & Steers
New York
|
-$48.4M |
PFF Hedge Fund Activity: Q2 2024 in Review
1,006 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2024, worth a combined $5.64B — down 9.3% from $6.22B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of PFF and 74 opened new positions — a net loss of 21 holders — while 397 trimmed existing stakes and 379 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $49M. The largest seller was JP Morgan Chase, cutting an estimated $147M.
- 1,006 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2024, down from 1,045 in Q1 2024.
- Funds reported $5.64B of iShares Preferred and Income Securities ETF stock for Q2 2024, down 9.3% quarter-over-quarter.
- 74 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2024 and 95 closed out, a net change of -21 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q2 2024 was Charles Schwab, an estimated $49M added.
- The largest iShares Preferred and Income Securities ETF seller in Q2 2024 was JP Morgan Chase, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2024.