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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
WMA
776
West Michigan Advisors
Michigan
$286K -$10.9K -341 -4%
PMSA
777
Patrick M. Sweeney & Associates
Illinois
$286K +$283K +8,885 New
OFG
778
Omega Financial Group
California
$285K +$542 +17 +0.2%
CCAL
779
City Center Advisors LLC
Michigan
$284K +$281K +8,806 New
CSPIA
780
Cary Street Partners Investment Advisory
Virginia
$279K +$276K +8,667 New
PWMAG
781
Pinnacle Wealth Management Advisory Group
New Jersey
$279K +$12.9K +405 +5%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$278K +$275K +8,634 New
KS
783
Karpas Strategies
Connecticut
$277K +$191 +6 +0.1%
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$277K
PIA
785
Perennial Investment Advisors
California
$272K +$1.44K +45 +0.5%
TWP
786
Tyche Wealth Partners
Texas
$271K -$125K -3,923 -32%
EIA
787
Edgemoor Investment Advisors
Maryland
$267K +$27.4K +860 +12%
NFG
788
Norris Financial Group
South Carolina
$266K +$14.3K +450 +6%
AWM
789
Avior Wealth Management
Nebraska
$265K +$2.55K +80 +1%
SFG
790
Seamount Financial Group
Colorado
$264K +$8.03K +252 +3%
DWA
791
Douglass Winthrop Advisors
New York
$264K
CAMG
792
CWA Asset Management Group
Florida
$264K +$14.1K +442 +6%
KFGK
793
Keystone Financial Group (Kentucky)
Kentucky
$264K +$7.87K +247 +3%
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
TSWM
795
Tyler-Stone Wealth Management
Ohio
$263K +$48.3K +1,514 +23%
PCM
796
Princeton Capital Management
New Jersey
$262K +$35.2K +1,104 +16%
JWCA
797
J.W. Coons Advisors
Ohio
$259K +$38.3K +1,200 +18%
IP
798
Ignite Planners
California
$259K +$256K +8,046 New
CWM
799
Connecticut Wealth Management
Connecticut
$258K -$30.6K -960 -11%
OIA
800
Optimum Investment Advisors
Illinois
$258K

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.