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
WT
726
Washington Trust
Rhode Island
$343K -$4.14K -130 -1%
WBCM
727
Wilson & Boucher Capital Management
California
$342K
EP
728
Edgestream Partners
New Jersey
$341K +$337K +10,583 New
MCM
729
Manchester Capital Management
Vermont
$339K +$16.2K +507 +5%
IWP
730
Insight Wealth Partners
Texas
$335K
GA
731
Greytown Advisors
Florida
$333K
CAGAS
732
Capital Advisory Group Advisory Services
Minnesota
$331K +$16.4K +516 +5%
MGWM
733
Marks Group Wealth Management
Minnesota
$331K +$3.44K +108 +1%
CPSC
734
Carl P. Sherr & Co
Massachusetts
$330K +$120K +3,760 +58%
FFO
735
Fortitude Family Office
Arizona
$330K -$54.6K -1,712 -14%
PTCG
736
Pring Turner Capital Group
California
$329K -$121K -3,780 -27%
AWM
737
Atticus Wealth Management
Florida
$325K -$23.3K -732 -7%
ST
738
Smithfield Trust
Pennsylvania
$325K -$8.77K -275 -3%
HVIA
739
Hudson Valley Investment Advisors
New York
$324K -$66.9K -2,100 -17%
MIM
740
Merrion Investment Management
New Jersey
$322K
WF
741
Warner Financial
Maryland
$322K -$14.2K -445 -4%
NIWA
742
New Insight Wealth Advisors
California
$321K -$17.9K -560 -5%
TWA
743
TCI Wealth Advisors
Arizona
$321K +$26.5K +830 +9%
CWM
744
Collaborative Wealth Management
Florida
$318K +$19.4K +608 +7%
SCM
745
Sterneck Capital Management
Missouri
$316K
BB
746
Bell Bank
North Dakota
$314K
HL
747
HeadInvest LLC
Maine
$314K -$79.7K -2,500 -20%
HCP
748
Hexagon Capital Partners
Arkansas
$311K -$6.25K -196 -2%
AFS
749
AFG Fiduciary Services
Massachusetts
$311K +$20K +628 +7%
GI
750
Gradient Investments
Minnesota
$309K -$15.9K -500 -5%

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.