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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
USCWA
576
U.S. Capital Wealth Advisors
Texas
$601K -$51.4K -1,611 -8%
AWE
577
Avidian Wealth Enterprises
Texas
$599K +$92.5K +2,901 +18%
VWA
578
VERITY Wealth Advisors
United States
$592K +$305K +9,558 +108%
EW
579
Evoke Wealth
California
$592K +$586K +18,377 New
VWM
580
Vigilare Wealth Management
Arizona
$592K
NYLIM
581
New York Life Investment Management
New York
$592K +$585K +18,359 New
Pathstone Holdings
582
Pathstone Holdings
New Jersey
$585K -$198K -6,224 -26%
KA
583
Kovack Advisors
Florida
$584K -$224K -7,036 -28%
NP
584
NorthRock Partners
Minnesota
$582K -$122K -3,812 -17%
EFG
585
Ethos Financial Group
Pennsylvania
$582K +$181K +5,678 +46%
SIC
586
Salem Investment Counselors
North Carolina
$581K -$54.2K -1,700 -9%
WAS
587
Wealth Advisory Solutions
Indiana
$580K +$574K +18,007 New
JCM
588
Jacobi Capital Management
Pennsylvania
$576K +$56.4K +1,770 +11%
JAG
589
Journey Advisory Group
Kentucky
$575K -$6.38K -200 -1%
CWP
590
Cyndeo Wealth Partners
Florida
$575K +$107K +3,344 +23%
JWBC
591
J.W. Burns & Co
New York
$570K -$140K -4,393 -20%
FPGK
592
Financial Partners Group (Kansas)
Kansas
$568K +$32 +1 +0%
MCA
593
MSH Capital Advisors
Arizona
$562K -$20.2K -635 -4%
NA
594
Nottingham Advisors
New York
$562K -$7.94K -249 -1%
SMC
595
Smith, Moore & Co
Missouri
$551K -$40.6K -1,275 -7%
EIP
596
Easterly Investment Partners
Massachusetts
$550K -$32 -1 -0%
TWM
597
Tradition Wealth Management
Minnesota
$550K
BRM
598
Boston Research & Management
Massachusetts
$545K -$17.6K -552 -3%
JIC
599
Joel Isaacson & Co
New York
$542K +$21.7K +682 +4%
FI
600
Financial Insights
Washington
$537K +$206K +6,450 +63%

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.