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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
CAGAS
701
Capital Advisory Group Advisory Services
Minnesota
$368K
KJWM
702
Kiley Juergens Wealth Management
Washington
$368K +$356K +11,072 New
CCB
703
Country Club Bank
Missouri
$367K +$115K +3,575 +48%
BFA
704
Bragg Financial Advisors
North Carolina
$366K
JWBC
705
J.W. Burns & Co
New York
$363K -$163K -5,052 -32%
WP
706
WealthPLAN Partners
Nebraska
$363K +$6.12K +190 +2%
CWM
707
Chemistry Wealth Management
New York
$359K
CCG
708
Coastwise Capital Group
California
$359K -$74.8K -2,324 -18%
WT
709
Washington Trust
Rhode Island
$353K
CFS
710
CRA Financial Services
New Jersey
$351K +$340K +10,565 New
CAWM
711
Capital Advisors Wealth Management
Washington
$350K -$33.5K -1,040 -9%
CCFM
712
Clear Creek Financial Management
Washington
$348K -$6.73K -209 -2%
IFA
713
Interactive Financial Advisors
Illinois
$348K -$41.1K -1,276 -11%
DWT
714
Dorsey & Whitney Trust
South Dakota
$347K -$290 -9 -0.1%
ABC
715
Associated Banc-Corp
Wisconsin
$344K -$12.9K -400 -4%
PCM
716
Princeton Capital Management
New Jersey
$344K -$6.02K -187 -2%
LWMM
717
Legacy Wealth Management (Mississippi)
Mississippi
$343K +$332K +10,327 New
TWC
718
TD Waterhouse Canada
Ontario, Canada
$342K +$96.5K +2,999 +41%
MWA
719
Midland Wealth Advisors
Illinois
$342K +$331K +10,285 New
AWM
720
Atticus Wealth Management
Florida
$341K +$3.09K +96 +0.9%
BC
721
Barrett & Company
Rhode Island
$340K +$20.9K +648 +7%
AFS
722
AFG Fiduciary Services
Massachusetts
$340K +$13.7K +427 +4%
KOMWMG
723
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$339K -$140K -4,347 -30%
EIA
724
Edgemoor Investment Advisors
Maryland
$337K +$41.5K +1,290 +15%
BA
725
Bristlecone Advisors
Washington
$335K

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.