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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
RMAM
526
Raab & Moskowitz Asset Management
New Jersey
$702K +$67.6K +2,121 +11%
LA
527
Lifeworks Advisors
Michigan
$695K -$76.2K -2,390 -10%
WC
528
Whitney & Co
New York
$694K -$174K -5,450 -20%
TAM
529
Titleist Asset Management
Texas
$689K +$682K +21,389 New
PCS
530
Private Client Services
Kentucky
$688K +$606 +19 +0.1%
IWM
531
Integris Wealth Management
California
$687K -$10.6K -332 -2%
PIM
532
Penobscot Investment Management
Massachusetts
$686K +$135K +4,250 +25%
GIA
533
Gladstone Institutional Advisory
Florida
$686K -$113K -3,535 -14%
EDRH
534
Edmond de Rothschild Holding
Switzerland
$684K -$239K -7,507 -26%
RFA
535
Resurgent Financial Advisors
Georgia
$681K +$338K +10,603 +101%
CA
536
CGN Advisors
Kansas
$679K +$30.9K +969 +5%
AAMC
537
Asset Allocation & Management Company
Illinois
$677K
AOWM
538
Alpha Omega Wealth Management
Virginia
$675K +$95.3K +2,990 +17%
SCI
539
Stableford Capital II
Arizona
$675K -$21.7K -680 -3%
PJSIMP
540
P.J. Schmidt Investment Management (PJS)
Wisconsin
$672K +$111K +3,467 +20%
FHA
541
Flagship Harbor Advisors
Massachusetts
$672K +$210K +6,596 +46%
TI
542
Tidal Investments
Wisconsin
$671K -$294K -9,221 -31%
CFG
543
Carr Financial Group
Massachusetts
$666K -$224K -7,041 -25%
CAAS
544
Capital Asset Advisory Services
Michigan
$665K +$384K +12,040 +138%
BL
545
BCWM LLC
Kansas
$662K -$3.98K -125 -0.6%
DA
546
Detalus Advisors
Missouri
$661K -$9.5K -298 -1%
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$661K -$22.3K -700 -3%
CKAIS
548
Christensen King & Associates Investment Services
Washington
$658K -$25.2K -790 -4%
CC
549
Cornerstone Capital
California
$656K -$873K -27,384 -57%
CA
550
Cumberland Advisors
Florida
$656K

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.