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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
WE
801
Wealth Effects
Massachusetts
$254K -$483 -15 -0.2%
WP
802
WealthShield Partners
North Carolina
$251K -$2.61K -81 -1%
OA
803
Oxbow Advisors
Texas
$249K – – –
DIM
804
DLK Investment Management
California
$249K – – –
FNWM
805
Financial Network Wealth Management
Utah
$249K +$129 +4 +0.1%
AWM
806
Avior Wealth Management
Nebraska
$249K +$12.6K +390 +5%
IHL
807
Investment House LLC
California
$247K – – –
IWP
808
Insight Wealth Partners
Texas
$247K – – –
HL
809
HeadInvest LLC
Maine
$247K -$74K -2,300 -24%
SWA
810
Stratos Wealth Advisors
Ohio
$246K +$9.3K +289 +4%
PMA
811
Prudent Man Advisors
Illinois
$243K – – –
MCA
812
Millennium Capital Advisors
Arkansas
$243K – – –
LWANC
813
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K -$41.8K -1,300 -15%
FWIA
814
Fort Washington Investment Advisors
Ohio
$242K – – –
AA
815
Ancora Advisors
Ohio
$241K -$1.87K -58 -0.8%
TNBTD
816
Trustmark National Bank Trust Department
Mississippi
$241K +$161 +5 +0.1%
PFG
817
Pinnacle Financial Group
Illinois
$240K +$232K +7,221 New
CT
818
Colonial Trust
South Carolina
$240K +$58.4K +1,815 +34%
WCM
819
WealthBridge Capital Management
Ohio
$237K +$10.4K +322 +5%
TCM
820
Tran Capital Management
California
$236K – – –
CAP
821
Columbia Advisory Partners
Washington
$234K +$227K +7,049 New
SMH
822
Sanders Morris Harris
Texas
$233K – – –
COCM
823
Charter Oak Capital Management
New Hampshire
$233K +$740 +23 +0.3%
DFCM
824
Dark Forest Capital Management
Puerto Rico
$232K +$224K +6,973 New
MAWCM
825
Mine & Arao Wealth Creation & Management
California
$231K +$2.06K +64 +0.9%
31 32
33
34 35

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.