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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
HKIMG
751
Hutchens & Kramer Investment Management Group
Indiana
$314K +$1.48K +46 +0.5%
BTC
752
Bank & Trust Company
Illinois
$311K
GG
753
GenWealth Group
New Jersey
$310K
CIC
754
Cutler Investment Counsel
Oregon
$310K -$65.7K -2,042 -18%
LCM
755
Lazari Capital Management
California
$310K +$64.4K +2,000 +27%
MYIA
756
Mount Yale Investment Advisors
Colorado
$309K
WAG
757
Winthrop Advisory Group
Massachusetts
$309K
BW
758
Bison Wealth
Georgia
$309K +$299K +9,284 New
HCA
759
Harbour Capital Advisors
Virginia
$308K +$85K +2,640 +40%
FIM
760
FWL Investment Management
Texas
$308K +$57.4K +1,785 +24%
PWMAG
761
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$19.7K +611 +7%
JWCA
762
J.W. Coons Advisors
Ohio
$307K +$13.5K +420 +5%
NFG
763
Norris Financial Group
South Carolina
$307K +$32.2K +1,000 +12%
TWP
764
Tempus Wealth Planning
California
$304K +$72.5K +2,252 +33%
GJIA
765
Glass Jacobson Investment Advisors
Maryland
$304K +$13.1K +406 +5%
O3W
766
Omni 360 Wealth
New Jersey
$303K +$290 +9 +0.1%
WF
767
WoodTrust Financial
Wisconsin
$303K +$293K +9,110 New
PWM
768
Proathlete Wealth Management
Florida
$303K
FMP
769
Financial Management Professionals
Texas
$302K +$4.57K +142 +2%
BWP
770
Balboa Wealth Partners
Arizona
$302K -$430K -13,356 -60%
MGIA
771
Moneta Group Investment Advisors
Missouri
$301K +$43.6K +1,356 +18%
WAM
772
Wolverine Asset Management
Illinois
$299K +$116K +3,600 +67%
QFA
773
Quantum Financial Advisors
California
$299K
AW
774
Alaethes Wealth
Nevada
$297K +$288K +8,945 New
KFGK
775
Keystone Financial Group (Kentucky)
Kentucky
$296K +$287K +8,908 New

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.