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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
Renaissance Technologies
551
Renaissance Technologies
New York
$635K +$615K +19,100 New
SWP
552
Strategic Wealth Partners
Ohio
$634K +$49.9K +1,549 +9%
NSIM
553
North Star Investment Management
Illinois
$633K +$169K +5,257 +38%
CKAIS
554
Christensen King & Associates Investment Services
Washington
$632K -$22.4K -697 -4%
I
555
INVST
Indiana
$631K -$82.3K -2,556 -12%
AAM
556
Advisors Asset Management
Colorado
$629K +$76K +2,362 +14%
AGWCA
557
Annis Gardner Whiting Capital Advisors
Florida
$628K +$129K +4,000 +27%
ORC
558
O'Rourke & Company
Massachusetts
$620K +$109K +3,378 +22%
LA
559
Lifeworks Advisors
Michigan
$619K -$82.5K -2,562 -12%
ECM
560
Evergreen Capital Management
Washington
$619K
WW
561
Westshore Wealth
California
$617K -$135K -4,206 -18%
LC
562
Lindbrook Capital
California
$612K +$344K +10,678 +138%
VWA
563
VERITY Wealth Advisors
United States
$611K
CC
564
Cornerstone Capital
California
$607K -$9.17K -285 -2%
CL
565
Choreo LLC
Illinois
$605K +$33.8K +1,049 +6%
EAMA
566
EFG Asset Management (Americas)
Florida
$603K -$440K -13,669 -43%
PAG
567
Powers Advisory Group
Illinois
$600K +$515 +16 +0.1%
EW
568
Evoke Wealth
California
$599K +$580K +18,027 New
FWM
569
Finer Wealth Management
Massachusetts
$599K -$319K -9,898 -35%
VWM
570
Valley Wealth Managers
New Jersey
$596K -$594K -18,453 -51%
LA
571
Lane & Associates
New Jersey
$593K -$77.3K -2,403 -12%
BIA
572
Barry Investment Advisors
Massachusetts
$590K +$2.54K +79 +0.4%
JFG
573
Jefferies Financial Group
New York
$589K -$10K -312 -2%
Pathstone Holdings
574
Pathstone Holdings
New Jersey
$586K
Qube Research & Technologies (QRT)
575
Qube Research & Technologies (QRT)
United Kingdom
$582K +$269K +8,353 +91%

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.