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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
FFG
626
Fortem Financial Group
California
$473K -$10.1K -315 -2%
CFP
627
Cascade Financial Partners
California
$467K -$41.8K -1,300 -8%
JAG
628
Journey Advisory Group
Kentucky
$466K
WDG
629
Wealth Dimensions Group
Ohio
$466K +$204K +6,352 +83%
KA
630
Klingman & Associates
New York
$466K
DA
631
Detalus Advisors
Missouri
$466K
NPT
632
National Philanthropic Trust
Pennsylvania
$465K
HIA
633
Harbor Investment Advisory
Maryland
$464K
PEA
634
Park Edge Advisors
Ohio
$463K +$54.2K +1,684 +14%
CPSC
635
Carl P. Sherr & Co
Massachusetts
$459K +$49.3K +1,531 +12%
GI
636
GLOBALT Investments
Georgia
$458K -$13.1K -408 -3%
WHC
637
Wulff, Hansen & Co
California
$458K -$15.3K -475 -3%
AMBIA
638
Allen Mooney & Barnes Investment Advisors
Georgia
$457K -$68.1K -2,115 -13%
BP
639
Ballentine Partners
Massachusetts
$452K
NG
640
Norden Group
Utah
$452K +$437K +13,594 New
BIA
641
Benchmark Investment Advisors
Illinois
$448K +$2.74K +85 +0.6%
CCG
642
Cypress Capital Group
Florida
$448K -$25.3K -787 -6%
EWA
643
EP Wealth Advisors
California
$447K +$54.2K +1,685 +14%
EA
644
Eclectic Associates
California
$446K +$6.57K +204 +2%
FHC
645
First Heartland Consultants
Missouri
$446K -$181K -5,626 -30%
IF
646
Ironwood Financial
Arizona
$446K -$4.86K -151 -1%
TCM
647
Triumph Capital Management
Colorado
$445K +$2.45K +76 +0.6%
FSA
648
Fort Sheridan Advisors
Illinois
$445K -$97.2K -3,019 -18%
M&T Bank
649
M&T Bank
New York
$444K +$206K +6,410 +92%
TSWM
650
Tyler-Stone Wealth Management
Ohio
$442K +$212K +6,580 +98%

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.