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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
MP
801
McDonald Partners
Ohio
$256K
CWM
802
C2C Wealth Management
Arizona
$255K
Wolverine Trading
803
Wolverine Trading
Illinois
$254K +$251K +7,871 New
NIC
804
Northwest Investment Counselors
Oregon
$253K +$1.27K +40 +0.5%
LFS
805
Legacy Financial Strategies
Kansas
$251K +$8.03K +252 +3%
NWM
806
Northwest Wealth Management
Iowa
$250K -$15K -469 -6%
AA
807
Ancora Advisors
Ohio
$249K -$11.7K -366 -5%
LC
808
Lindbrook Capital
California
$249K
GVAG
809
Great Valley Advisor Group
Delaware
$249K +$7.2K +226 +3%
IW
810
Instrumental Wealth
Florida
$245K -$14.3K -450 -5%
AA
811
Advisory Alpha
Michigan
$244K +$241K +7,561 New
CMI
812
Clare Market Investments
Texas
$244K +$446 +14 +0.2%
BWA
813
Beam Wealth Advisors
Louisiana
$243K -$9.21K -289 -4%
Luther King Capital Management (LKCM)
814
Luther King Capital Management (LKCM)
Texas
$243K
OA
815
Oxbow Advisors
Texas
$242K -$925K -29,002 -79%
DIM
816
DLK Investment Management
California
$242K
ACP
817
Aveo Capital Partners
Colorado
$241K +$244K +7,643 New
FWIA
818
Fort Washington Investment Advisors
Ohio
$241K -$148K -4,632 -38%
VCM
819
Virtue Capital Management
Tennessee
$240K +$244K +7,642 New
IHL
820
Investment House LLC
California
$240K
TCBWMS
821
Texas Capital Bank Wealth Management Services
Texas
$238K
MWM
822
Meridian Wealth Management
Kentucky
$237K +$4.56K +143 +2%
MCA
823
Millennium Capital Advisors
Arkansas
$237K +$1.63K +51 +0.7%
HWM
824
HB Wealth Management
Georgia
$235K +$232K +7,284 New
WJWM
825
Williams Jones Wealth Management
New York
$234K +$231K +7,261 New

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.