We are live on ! Find out more
PFF icon

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
MA
676
MONECO Advisors
Connecticut
$418K -$1.37M -42,887 -77%
FNT
677
First Nebraska Trust
Nebraska
$417K
TC
678
TownSquare Capital
Utah
$416K +$203K +6,366 +97%
TFP
679
Traction Financial Partners
Wyoming
$414K -$101K -3,169 -19%
BC
680
Barrett & Company
Rhode Island
$413K -$47.4K -1,486 -10%
WCG
681
Weaver Consulting Group
California
$412K -$6.38K -200 -2%
VHAM
682
Van Hulzen Asset Management
California
$402K +$19.4K +607 +5%
Tudor Investment Corp
683
Tudor Investment Corp
Connecticut
$401K -$213K -6,690 -35%
BHWM
684
Bar Harbor Wealth Management
New Hampshire
$399K
WA
685
Westfuller Advisors
New York
$397K +$392K +12,304 New
QFA
686
Quattro Financial Advisors
Texas
$396K +$392K +12,302 New
GEA
687
Glen Eagle Advisors
New Jersey
$395K -$26.1K -820 -6%
Citadel Advisors
688
Citadel Advisors
Florida
$394K +$390K +12,236 New
FMC
689
First Merchants Corp
Indiana
$393K -$52.1K -1,634 -12%
NWM
690
Northcape Wealth Management
New York
$393K +$389K +12,200 New
KWM
691
KFG Wealth Management
Indiana
$391K -$478 -15 -0.1%
PEA
692
Park Edge Advisors
Ohio
$389K +$73.5K +2,307 +24%
IFA
693
Interactive Financial Advisors
Illinois
$388K -$145K -4,554 -27%
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$388K -$96.9K -3,040 -20%
SP
695
SWS Partners
Ohio
$388K
CCG
696
Cypress Capital Group
Florida
$387K +$64.8K +2,034 +20%
WIM
697
WealthPlan Investment Management
Nebraska
$387K +$4.11K +129 +1%
OCM
698
One Capital Management
California
$386K +$382K +11,991 New
Calamos Advisors
699
Calamos Advisors
Illinois
$386K
FB
700
Fulton Bank
Pennsylvania
$381K -$43K -1,349 -10%

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.