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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
HFA
626
High Falls Advisors
New York
$494K -$10.8K -340 -2%
MFG
627
Midwest Financial Group
Kansas
$490K -$3.19K -100 -0.7%
EIP
628
Ellis Investment Partners
Pennsylvania
$489K +$200K +6,275 +71%
SM
629
Sweeney & Michel
California
$488K +$494K +15,509 New
FA
630
Flagstar Advisors
New York
$486K +$77.8K +2,442 +19%
SC
631
Stolper & Co
Oklahoma
$485K +$4.59K +144 +1%
WE
632
Wealth Effects
Massachusetts
$485K -$69K -2,165 -13%
KFS
633
Keynote Financial Services
Connecticut
$480K +$475K +14,885 New
AAM
634
Advisors Asset Management
Colorado
$480K +$27.5K +864 +6%
TPWM
635
Twelve Points Wealth Management
Massachusetts
$479K -$38.6K -1,212 -8%
RC
636
Rareview Capital
Nevada
$475K +$470K +14,752 New
GWSG
637
GPS Wealth Strategies Group
Colorado
$474K +$96 +3 +0%
PRI
638
Prepared Retirement Institute
Pennsylvania
$471K -$95.7K -3,003 -17%
CFP
639
Cascade Financial Partners
California
$470K +$479K +15,026 New
FFG
640
Fortem Financial Group
California
$469K -$10.1K -317 -2%
ORC
641
O'Rourke & Company
Massachusetts
$469K +$46.9K +1,470 +11%
HAG
642
HF Advisory Group
Maryland
$468K +$13.4K +420 +3%
PAA
643
Peregrine Asset Advisers
Oregon
$465K -$5.58K -175 -1%
EWA
644
Evolution Wealth Advisors
Florida
$463K
IFO
645
Independent Family Office
New York
$462K
VVP
646
Venture Visionary Partners
Ohio
$462K +$287 +9 +0.1%
MLA
647
My Legacy Advisors
Oregon
$461K -$64 -2 -0%
RAG
648
RIA Advisory Group
Iowa
$460K +$455K +14,274 New
TCM
649
Triumph Capital Management
Colorado
$458K -$59.7K -1,872 -12%
BI
650
Bramshill Investments
Florida
$456K -$4.43M -139,041 -91%

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.