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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
NSIM
751
North Star Investment Management
Illinois
$309K
JFG
752
Jefferies Financial Group
New York
$308K +$9.95K +312 +3%
HSA
753
HBK Sorce Advisory
Pennsylvania
$308K +$305K +9,553 New
MSFS
754
Main Street Financial Solutions
Pennsylvania
$308K -$291K -9,125 -49%
GJIA
755
Glass Jacobson Investment Advisors
Maryland
$307K +$1.05K +33 +0.3%
BFG
756
Bleakley Financial Group
New Jersey
$307K +$87.3K +2,737 +40%
DW
757
Dodds Wealth
Colorado
$307K +$3.25K +102 +1%
FAM
758
Family Asset Management
South Carolina
$306K +$100K +3,136 +49%
SWA
759
SFMG Wealth Advisors
Texas
$306K +$1.85K +58 +0.6%
WFA
760
Websterrogers Financial Advisors
South Carolina
$305K
PMG
761
ProVise Management Group
Florida
$304K +$5.23K +164 +2%
GG
762
GenWealth Group
New Jersey
$301K
HKIMG
763
Hutchens & Kramer Investment Management Group
Indiana
$301K -$40.4K -1,268 -12%
O3W
764
Omni 360 Wealth
New Jersey
$301K -$7.59K -238 -2%
UBV
765
United Bank (Virginia)
Virginia
$300K
WAG
766
Winthrop Advisory Group
Massachusetts
$300K
BWAM
767
Boyd Watterson Asset Management
Ohio
$299K +$25.7K +805 +10%
ES
768
ETF Store
Kansas
$298K -$30.9K -969 -9%
PWP
769
Principle Wealth Partners
Connecticut
$297K -$17.3K -542 -6%
VFPI
770
Vantage Financial Partners (Illinois)
Illinois
$294K +$38.3K +1,200 +15%
PWM
771
Proathlete Wealth Management
Florida
$294K -$250K -7,858 -46%
CCFM
772
Clear Creek Financial Management
Washington
$293K +$80.6K +2,527 +39%
QFA
773
Quantum Financial Advisors
California
$290K -$287 -9 -0.1%
M&T Bank
774
M&T Bank
New York
$289K -$286K -8,958 -50%
AHC
775
Adell Harriman & Carpenter
Texas
$288K -$105K -3,300 -27%

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.