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iShares Preferred and Income Securities ETF
PFF

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: 30 → 31 (+1)

1% more funds holding

Funds holding: 1,006 → 1,018 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.3M
2
HF
HRT Financial
New York
+$27.2M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Wells Fargo
Wells Fargo
California
+$23M
5
LPL Financial
LPL Financial
California
+$21M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$32.9M
2
Cohen & Steers
Cohen & Steers
New York
-$31.4M
3
RIM
Redwood Investment Management
Arizona
-$29.3M
4
SG Americas Securities
SG Americas Securities
New York
-$29.2M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
51
Falcon Wealth Planning
California
$21.5M -$713K -22,151 -3%
RSWM
52
Robertson Stephens Wealth Management
California
$20.5M +$19.4M +603,778 +4,373%
WCA
53
Westover Capital Advisors
Delaware
$19.8M +$10M +311,237 +110%
CTB
54
Country Trust Bank
Illinois
$18.9M – – –
FMLI
55
Fukoku Mutual Life Insurance
Japan
$18.9M – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$18.7M +$1.24M +38,487 +7%
GWM
57
GDS Wealth Management
Texas
$18.6M +$1.99M +61,697 +12%
KAS
58
Kestra Advisory Services
Texas
$18M +$1.57M +48,870 +10%
Cerity Partners
59
Cerity Partners
New York
$17.8M +$739K +22,947 +4%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$17.3M +$11.7M +362,925 +231%
FBB
61
Fulton Breakefield Broenniman
Maryland
$16.6M +$231K +7,192 +1%
Citigroup
62
Citigroup
New York
$16.2M +$137K +4,253 +0.9%
PFA
63
Pure Financial Advisors
California
$16M +$759K +23,591 +5%
AMG
64
Advisors Management Group
Wisconsin
$15.8M +$592K +18,405 +4%
SA
65
Sanctuary Advisors
Indiana
$14.7M -$430K -13,369 -3%
FCBT
66
First Citizens Bank & Trust
North Carolina
$14.4M +$12M +374,170 +628%
OPAM
67
Ocean Park Asset Management
California
$14.3M -$12.3M -383,316 -47%
PI
68
Parkside Investments
Illinois
$13.4M +$1.79M +55,762 +16%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$13.1M -$1.98M -61,434 -14%
CI
70
Conning Inc
Connecticut
$13M – – –
CS
71
Capital Square
Tennessee
$12.8M +$2.22M +68,898 +22%
AAS
72
Avantax Advisory Services
Texas
$12.7M +$1.6M +49,861 +15%
SCTC
73
Sanibel Captiva Trust Company
Florida
$12.4M -$1.6M -49,761 -12%
SWIG
74
Strategic Wealth Investment Group
Kentucky
$12.4M +$3.04M +94,516 +34%
Marshall Wace
75
Marshall Wace
United Kingdom
$12M -$3.04M -94,400 -21%
1 2
3
4 5

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.