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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
IAG
551
Investmark Advisory Group
Connecticut
$655K +$63.3K +1,985 +11%
FCA
552
FinTrust Capital Advisors
South Carolina
$643K +$28.8K +902 +5%
BIA
553
Barry Investment Advisors
Massachusetts
$637K -$21.5K -675 -3%
FHC
554
First Heartland Consultants
Missouri
$636K -$5.61K -176 -0.9%
MWM
555
Mission Wealth Management
California
$635K -$17.8K -559 -3%
CPA
556
Cardiff Park Advisors
California
$630K -$34.9K -1,095 -5%
PVM
557
Palogic Value Management
Texas
$625K
RSC
558
Red Spruce Capital
Pennsylvania
$625K +$54.9K +1,721 +10%
HVM
559
Harvest Volatility Management
Connecticut
$623K
SAM
560
Sawgrass Asset Management
Florida
$623K -$76.2K -2,390 -11%
LWM
561
LJI Wealth Management
Indiana
$620K +$17.6K +553 +3%
PCP
562
Proficio Capital Partners
Massachusetts
$619K +$612K +19,205 New
CCP
563
Clarity Capital Partners
California
$618K -$2.52K -79 -0.4%
BC
564
Burney Company
Virginia
$618K -$12.2K -383 -2%
LAM
565
LifePro Asset Management
California
$617K -$956 -30 -0.2%
MWM
566
Melfa Wealth Management
Massachusetts
$616K +$258K +8,095 +74%
AF
567
Apollon Financial
South Carolina
$614K -$52.9K -1,659 -8%
SWP
568
Strategic Wealth Partners
Ohio
$613K +$226K +7,088 +59%
AUB
569
Atlantic Union Bankshares
Virginia
$612K +$31.9K +1,000 +6%
B
570
Bensler
Washington
$608K -$76.5K -2,400 -11%
ECM
571
Evergreen Capital Management
Washington
$608K +$73.6K +2,310 +14%
TCM
572
Traynor Capital Management
Pennsylvania
$606K +$75.3K +2,362 +14%
WCM
573
Windham Capital Management
Massachusetts
$604K -$26.7K -838 -4%
ACIM
574
Azimuth Capital Investment Management
Michigan
$603K -$31.9K -1,000 -5%
National Bank of Canada
575
National Bank of Canada
Quebec, Canada
$602K -$27.9K -875 -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.