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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
TWA
651
TCI Wealth Advisors
Arizona
$442K +$32.2K +1,000 +8%
EGA
652
E&G Advisors
Texas
$442K -$1.29K -40 -0.3%
PRI
653
Prepared Retirement Institute
Pennsylvania
$441K -$14.1K -437 -3%
SW
654
SkyOak Wealth
Michigan
$440K +$11.9K +370 +3%
LAM
655
LifePro Asset Management
California
$439K -$38.7K -1,203 -8%
PMSA
656
Patrick M. Sweeney & Associates
Illinois
$438K +$78.5K +2,440 +23%
AF
657
Apollon Financial
South Carolina
$436K -$21K -652 -5%
KFS
658
Keynote Financial Services
Connecticut
$431K -$29K -900 -6%
FNT
659
First Nebraska Trust
Nebraska
$430K
BHWM
660
Bar Harbor Wealth Management
New Hampshire
$430K
FT
661
Fiduciary Trust
Massachusetts
$423K -$343K -10,650 -46%
BA
662
Bard Associates
Illinois
$423K +$410K +12,733 New
TPW
663
Talon Private Wealth
Florida
$422K +$409K +12,694 New
PWM
664
Prosperity Wealth Management
California
$412K +$3.89K +121 +1%
WA
665
Westfuller Advisors
New York
$410K +$397K +12,346 New
UBV
666
United Bank (Virginia)
Virginia
$409K +$96.5K +3,000 +32%
NWM
667
Northcape Wealth Management
New York
$409K +$13K +403 +3%
PMG
668
ProVise Management Group
Florida
$409K +$109K +3,372 +38%
QFA
669
Quattro Financial Advisors
Texas
$408K
VHAM
670
Van Hulzen Asset Management
California
$408K -$6.63K -206 -2%
MFG
671
Midwest Financial Group
Kansas
$406K -$89.4K -2,779 -19%
MA
672
MKT Advisors
California
$403K -$38.6K -1,199 -9%
FMC
673
First Merchants Corp
Indiana
$402K +$2.41K +75 +0.6%
GA
674
Geller Advisors
New York
$402K -$3.41K -106 -0.9%
FA
675
Flagstar Advisors
New York
$401K -$49.4K -1,534 -11%

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.