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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
AI
601
Auour Investments
Massachusetts
$535K +$37.4K +1,173 +8%
PAG
602
Powers Advisory Group
Illinois
$534K -$31.2K -979 -6%
PCA
603
Pallas Capital Advisors
Massachusetts
$532K +$26.1K +819 +5%
VA
604
Valmark Advisers
Ohio
$532K -$3.12K -98 -0.6%
TPW
605
Transatlantique Private Wealth
New York
$529K +$247K +7,733 +89%
DWA
606
Delta Wealth Advisors
Indiana
$528K +$522K +16,382 New
BTWM
607
Baker Tilly Wealth Management
Wisconsin
$525K -$4.5K -141 -0.9%
AAP
608
Arax Advisory Partners
Colorado
$522K -$29.7K -932 -5%
GI
609
GLOBALT Investments
Georgia
$519K -$9.05K -284 -2%
FFA
610
Farther Finance Advisors
California
$518K +$3.67K +115 +0.7%
SWM
611
SeaCrest Wealth Management
New York
$517K -$90.1K -2,825 -15%
Brown Advisory
612
Brown Advisory
Maryland
$515K +$11.5K +360 +2%
HT
613
HAP Trading
New York
$514K +$509K +15,963 New
NLP
614
Next Level Private
New York
$512K +$506K +15,871 New
TWC
615
TD Waterhouse Canada
Ontario, Canada
$510K -$199K -6,243 -28%
PWP
616
Perfromance Wealth Partners
Illinois
$509K -$2.01K -63 -0.4%
LA
617
Lane & Associates
New Jersey
$507K +$149K +4,675 +42%
LWM
618
Lodestone Wealth Management
Washington
$506K -$4.75K -149 -0.9%
SC
619
Summa Corp
Texas
$503K
TA
620
TFB Advisors
Kansas
$500K +$35.2K +1,105 +7%
Fidelity Investments
621
Fidelity Investments
Massachusetts
$499K +$89.8K +2,816 +22%
CA
622
Carson Advisory
Georgia
$497K +$57.4K +1,800 +13%
AMBIA
623
Allen Mooney & Barnes Investment Advisors
Georgia
$497K +$3.54K +111 +0.7%
SW
624
SkyOak Wealth
Michigan
$496K
MAWAG
625
Mid-American Wealth Advisory Group
Missouri
$494K -$140K -4,391 -22%

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.