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iShares Preferred and Income Securities ETF
PFF

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: 30 → 31 (+1)

1% more funds holding

Funds holding: 1,006 → 1,018 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$51.3M
2
HF
HRT Financial
New York
+$27.2M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Wells Fargo
Wells Fargo
California
+$23M
5
LPL Financial
LPL Financial
California
+$21M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$32.9M
2
Cohen & Steers
Cohen & Steers
New York
-$31.4M
3
RIM
Redwood Investment Management
Arizona
-$29.3M
4
SG Americas Securities
SG Americas Securities
New York
-$29.2M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
776
Castleview Partners
Texas
$296K -$31.1K -967 -10%
IW
777
Instrumental Wealth
Florida
$296K +$515 +16 +0.2%
PIA
778
Perennial Investment Advisors
California
$292K +$34.1K +1,059 +14%
VFA
779
Valeo Financial Advisors
Indiana
$290K +$281K +8,728 New
LSIA
780
LaSalle St. Investment Advisors
Illinois
$290K +$27.2K +846 +11%
1WA
781
180 Wealth Advisors
Washington
$289K +$13.1K +407 +5%
VVP
782
Venture Visionary Partners
Ohio
$287K -$21.8K -676 -7%
HAG
783
HF Advisory Group
Maryland
$285K -$61.3K -1,905 -18%
HCP
784
Hexagon Capital Partners
Arkansas
$284K -$32.2K -999 -10%
NIWA
785
New Insight Wealth Advisors
California
$278K -$25K -776 -8%
1832 Asset Management
786
1832 Asset Management
Ontario, Canada
$276K -$3.06K -95 -1%
NA
787
Nottingham Advisors
New York
$275K – – –
TWP
788
Tyche Wealth Partners
Texas
$274K – – –
BFG
789
Bleakley Financial Group
New Jersey
$274K +$265K +8,231 New
RWB
790
RMR Wealth Builders
New Jersey
$271K -$117K -3,623 -31%
SA
791
Stonebridge Advisors
Connecticut
$266K +$258K +8,017 New
OIA
792
Optimum Investment Advisors
Illinois
$266K – – –
IFO
793
Independent Family Office
New York
$265K -$130K -4,039 -34%
MP
794
McDonald Partners
Ohio
$264K – – –
RWM
795
Ritholtz Wealth Management
New York
$263K -$686K -21,324 -73%
GWM
796
Greenwich Wealth Management
Connecticut
$262K +$5.6K +174 +2%
CWM
797
C2C Wealth Management
Arizona
$260K – – –
TIAA Trust, National Association
798
TIAA Trust, National Association
North Carolina
$258K +$249K +7,752 New
SCM
799
Sterneck Capital Management
Missouri
$256K -$48.3K -1,500 -16%
GVAG
800
Great Valley Advisor Group
Delaware
$255K +$38.7K +1,201 +19%
30 31
32
33 34

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.