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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
CWP
701
Core Wealth Partners
California
$381K
EFG
702
Ehrlich Financial Group
California
$381K
FSA
703
Fort Sheridan Advisors
Illinois
$380K +$2.81K +88 +0.8%
LWMG
704
Levy Wealth Management Group
Pennsylvania
$378K
JC
705
JB Capital
Connecticut
$378K +$13.5K +425 +4%
RWB
706
RMR Wealth Builders
New Jersey
$376K -$1.24K -39 -0.3%
NAS
707
NWF Advisory Services
California
$375K +$371K +11,645 New
MFG
708
Magnus Financial Group
New York
$372K +$124K +3,902 +51%
VST
709
Van Strum & Towne
California
$370K -$97.2K -3,050 -21%
CFB
710
Cullen/Frost Bankers
Texas
$369K +$26.8K +840 +8%
EWA
711
EP Wealth Advisors
California
$369K -$128K -4,030 -26%
TCM
712
TD Capital Management
Tennessee
$367K +$47.2K +1,482 +15%
ABC
713
Associated Banc-Corp
Wisconsin
$363K -$15.4K -484 -4%
RG
714
Rathbones Group
United Kingdom
$361K
SW
715
SteelPeak Wealth
California
$359K -$5.71K -179 -2%
ICG
716
InterOcean Capital Group
Tennessee
$359K +$355K +11,134 New
GA
717
Geller Advisors
New York
$357K +$7.94K +249 +2%
AA
718
AlphaCentric Advisors
Puerto Rico
$357K -$19.6K -616 -5%
BFA
719
Bragg Financial Advisors
North Carolina
$355K
SC
720
Slow Capital
California
$354K +$100K +3,144 +40%
FPAS
721
Focus Partners Advisor Solutions
Missouri
$352K -$221K -6,923 -39%
CAWM
722
Capital Advisors Wealth Management
Washington
$348K +$55.9K +1,752 +19%
CWM
723
Chemistry Wealth Management
New York
$348K
WP
724
WealthPLAN Partners
Nebraska
$346K +$19.7K +618 +6%
AMM
725
American Money Management
California
$344K -$97.2K -3,050 -22%

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.