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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
KA
651
Klingman & Associates
New York
$452K
NPT
652
National Philanthropic Trust
Pennsylvania
$451K -$27.9K -875 -6%
EGA
653
E&G Advisors
Texas
$446K
RSWM
654
Robertson Stephens Wealth Management
California
$445K -$6.09K -191 -1%
KLCM
655
KG&L Capital Management
Louisiana
$445K +$26.8K +840 +6%
PWA
656
Provenance Wealth Advisors
Florida
$443K +$31.9K +1,000 +8%
CFS
657
Coordinated Financial Services
Colorado
$440K +$435K +13,638 New
LMKC
658
L.M. Kohn & Company
Ohio
$439K -$150K -4,713 -26%
BIA
659
Benchmark Investment Advisors
Illinois
$439K -$58.7K -1,842 -12%
BP
660
Ballentine Partners
Massachusetts
$438K -$1.87M -58,610 -81%
HIA
661
Harbor Investment Advisory
Maryland
$438K
IF
662
Ironwood Financial
Arizona
$437K -$37.2K -1,167 -8%
RCA
663
Ranch Capital Advisors
Florida
$437K -$10.9K -343 -2%
AGA
664
Arkos Global Advisors
Texas
$435K +$184K +5,781 +75%
PBF
665
Petix & Botte Financial
California
$434K -$425K -13,331 -50%
NFG
666
Nations Financial Group
Iowa
$433K +$4.3K +135 +1%
CL
667
Choreo LLC
Illinois
$433K -$35.9K -1,127 -8%
PP
668
Prudential plc
United Kingdom
$429K
FFS
669
Founders Financial Securities
Maryland
$425K +$1.02K +32 +0.2%
CIC
670
Cutler Investment Counsel
Oregon
$424K -$38.3K -1,200 -8%
KWA
671
Kingswood Wealth Advisors
California
$423K -$1.24K -39 -0.3%
CCG
672
Coastwise Capital Group
California
$421K +$19.6K +614 +5%
EA
673
Eclectic Associates
California
$420K +$55.1K +1,728 +15%
MA
674
MKT Advisors
California
$419K
CP
675
Castleview Partners
Texas
$418K -$9.21K -289 -2%

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.