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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
VAG
826
VisionPoint Advisory Group
Texas
$230K -$3.48K -108 -2%
NIC
827
Northwest Investment Counselors
Oregon
$230K -$10.7K -333 -5%
DW30
828
Drucker Wealth 3.0
New Jersey
$230K -$21.5K -668 -9%
AIC
829
Archer Investment Corporation
Indiana
$230K +$32 +1 +0%
G
830
GenTrust
Florida
$229K +$222K +6,899 New
DWM
831
Denver Wealth Management
Colorado
$229K +$222K +6,897 New
ZIM
832
Zacks Investment Management
Illinois
$229K +$2.67K +83 +1%
SIG
833
Stonegate Investment Group
Alabama
$228K
VCA
834
Verdence Capital Advisors
Maryland
$228K
RFA
835
Resurgent Financial Advisors
Georgia
$227K -$122K -3,785 -36%
MIM
836
Moseley Investment Management
Florida
$227K +$6.15K +191 +3%
MFG
837
Magnus Financial Group
New York
$221K +$214K +6,655 New
NLP
838
Next Level Private
New York
$221K -$16.6K -515 -7%
AHC
839
Adell Harriman & Carpenter
Texas
$218K -$16.1K -500 -7%
SC
840
Scotia Capital
Ontario, Canada
$217K +$211K +6,545 New
SC
841
Slow Capital
California
$217K -$25.8K -803 -11%
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$17.4K -541 -8%
CMI
843
Clare Market Investments
Texas
$216K -$31.5K -979 -13%
MWM
844
Meridian Wealth Management
Kentucky
$216K +$209K +6,486 New
SAM
845
Seelaus Asset Management
New Jersey
$213K +$207K +6,421 New
MCC
846
Maiden Cove Capital
Maine
$213K +$206K +6,400 New
MAG
847
Mokosak Advisory Group
Iowa
$213K +$206K +6,396 New
AA
848
Alesco Advisors
New York
$212K
SIC
849
Samalin Investment Counsel
New York
$212K -$63.3K -1,966 -24%
WB
850
Webster Bank
Connecticut
$212K +$145K +4,500 +241%

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.