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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
EWM
26
Edge Wealth Management
New York
$44.2M -$910K -28,266 -2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$41.1M -$6.7M -208,336 -14%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$40.3M -$417K -12,961 -1%
DWM
29
Dakota Wealth Management
Florida
$39.1M +$202K +6,274 +0.5%
GT
30
Greenleaf Trust
Michigan
$34.4M +$1.4M +43,619 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$33.5M +$228K +7,070 +0.7%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$33M -$4.28M -133,142 -12%
KeyBank National Association
33
KeyBank National Association
Ohio
$32.4M -$1.89M -58,783 -6%
HWM
34
Horizon Wealth Management
Illinois
$31.3M +$1.63M +50,510 +6%
SI
35
Stephens Inc
Arkansas
$30.2M +$105K +3,272 +0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$29M +$3.8M +118,184 +16%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$28.1M +$681K +21,163 +3%
HF
38
HRT Financial
New York
$28M +$27.2M +843,757 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.7M -$1.16M -36,183 -4%
TA
40
Townsend & Associates
Colorado
$26.5M +$1.42M +44,266 +6%
RJA
41
Raymond James & Associates
Florida
$26.5M +$2.42M +75,121 +10%
NYLIM
42
New York Life Investment Management
New York
$26.2M +$2.99M +92,852 +13%
MF
43
Montis Financial
Massachusetts
$25.9M -$71.8K -2,232 -0.3%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$24.7M +$965K +29,985 +4%
JIP
45
Jaffetilchin Investment Partners
Florida
$24.1M +$880K +27,357 +4%
WF
46
Welch & Forbes
Massachusetts
$23.8M +$435K +13,524 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$23.4M +$690K +21,450 +3%
Stifel Financial
48
Stifel Financial
Missouri
$22.9M +$848K +26,348 +4%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$22.9M +$587K +18,242 +3%
IWS
50
Insight Wealth Strategies
California
$22.8M -$9.27M -287,911 -30%

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.