We are live on ! Find out more
PFF icon

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
MLA
726
My Legacy Advisors
Oregon
$334K -$128K -3,987 -28%
WIA
727
World Investment Advisors
California
$333K +$118K +3,671 +58%
BPAMU
728
BTG Pactual Asset Management US
New York
$332K +$332K +10,330 New
WBCM
729
Wilson & Boucher Capital Management
California
$332K -$9.65K -300 -3%
DWA
730
Douglass Winthrop Advisors
New York
$332K
MIM
731
Merrion Investment Management
New Jersey
$332K
SDJVC
732
St. Denis J. Villere & Co
Louisiana
$332K +$322K +10,000 New
Betterment LLC
733
Betterment LLC
New York
$332K +$28.6K +889 +10%
KMWM
734
Keudell/Morrison Wealth Management
Oregon
$331K +$92.5K +2,875 +41%
FFO
735
Fortitude Family Office
Arizona
$329K -$16K -497 -5%
CWM
736
Collaborative Wealth Management
Florida
$328K
TPW
737
Tiller Private Wealth
Pennsylvania
$327K +$89.8K +2,790 +40%
MWM
738
Modera Wealth Management
New Jersey
$326K -$76.2K -2,367 -19%
WF
739
Warner Financial
Maryland
$326K -$8.98K -279 -3%
DW
740
Dodds Wealth
Colorado
$326K +$4.76K +148 +2%
BB
741
Bell Bank
North Dakota
$324K
ST
742
Smithfield Trust
Pennsylvania
$323K -$13.8K -430 -4%
NAS
743
NWF Advisory Services
California
$322K -$28.4K -882 -8%
MSFS
744
Main Street Financial Solutions
Pennsylvania
$321K -$27.1K -842 -8%
SWA
745
SFMG Wealth Advisors
Texas
$321K +$2.74K +85 +0.9%
ISL
746
Ingalls & Snyder LLC
New York
$319K +$309K +9,600 New
TFP
747
Traction Financial Partners
Wyoming
$317K -$4.12K -128 -1%
PWA
748
Provenance Wealth Advisors
Florida
$317K +$28.9K +897 +10%
WFA
749
Websterrogers Financial Advisors
South Carolina
$316K +$837 +26 +0.3%
GI
750
Gradient Investments
Minnesota
$316K -$2.51K -78 -0.8%

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.