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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
KWS
501
Keystone Wealth Services
California
$769K +$62.5K +1,960 +9%
TD Asset Management
502
TD Asset Management
Ontario, Canada
$765K -$26.1K -820 -3%
WJA
503
Willis Johnson & Associates
Texas
$762K -$16.6K -522 -2%
AWA
504
Arete Wealth Advisors
Illinois
$761K +$191K +5,984 +34%
LIA
505
LBMC Investment Advisors
Tennessee
$757K
TYCC
506
Texas Yale Capital Corp
Florida
$753K +$6.06K +190 +0.8%
AF
507
Allworth Financial
California
$747K +$159K +4,978 +27%
LWA
508
Lineweaver Wealth Advisors
Ohio
$744K
SCG
509
Sonata Capital Group
Washington
$741K +$765 +24 +0.1%
CHA
510
Carmichael Hill & Associates
Maryland
$740K +$41.9K +1,313 +6%
VAM
511
Verity Asset Management
North Carolina
$738K -$510 -16 -0.1%
SS
512
Sunbelt Securities
Texas
$734K -$14.5K -456 -2%
VV
513
Verity & Verity
South Carolina
$732K +$724K +22,726 New
SWP
514
Summit Wealth Partners
Florida
$731K -$109K -3,433 -13%
DA
515
Dover Advisors
Virginia
$731K +$723K +22,679 New
HW
516
Hancock Whitney
Mississippi
$731K +$475K +14,892 +191%
V
517
ViaWealth
Kansas
$724K -$51.9K -1,628 -7%
CSB
518
City State Bank
Iowa
$722K
DCM
519
Delta Capital Management
New Jersey
$720K
BWP
520
Balboa Wealth Partners
Arizona
$720K -$701 -22 -0.1%
CAM
521
Carret Asset Management
New York
$719K +$48K +1,507 +7%
KOMWMG
522
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$717K -$296K -9,274 -29%
WSFS
523
Wilmington Savings Fund Society
Delaware
$708K +$700K +21,957 New
KWM
524
Keating Wealth Management
Colorado
$707K
BFG
525
Beacon Financial Group
Texas
$705K -$31K -974 -4%

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.