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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
LCM
851
Lazari Capital Management
California
$218K -$12.8K -401 -6%
CW
852
Connectus Wealth
Ohio
$217K -$6.25M -196,062 -97%
MIM
853
Moseley Investment Management
Florida
$217K +$215K +6,729 New
ZIM
854
Zacks Investment Management
Illinois
$217K -$4.49M -140,976 -95%
P
855
&Partners
Tennessee
$214K +$212K +6,643 New
WDG
856
Wealth Dimensions Group
Ohio
$212K
EA
857
Everpar Advisors
Oklahoma
$209K
RT
858
Rockland Trust
Massachusetts
$209K -$2.1K -66 -1%
WMA
859
Wealth Management Associates
New Jersey
$208K -$4.3K -135 -2%
FMP
860
Financial Management Professionals
Texas
$208K +$32.6K +1,023 +19%
Kovitz Investment Group Partners
861
Kovitz Investment Group Partners
Illinois
$208K +$206K +6,450 New
BLC
862
Brown, Lisle/Cummings
Rhode Island
$207K -$18.7K -588 -8%
CIC
863
Carnegie Investment Counsel
Ohio
$207K
Betterment LLC
864
Betterment LLC
New York
$206K -$10.7K -335 -5%
AA
865
Alesco Advisors
New York
$206K +$204K +6,390 New
KBFS
866
Kohmann Bosshard Financial Services
Ohio
$205K -$170K -5,330 -46%
MPCA
867
Madison Park Capital Advisors
Washington
$205K +$203K +6,371 New
CWM
868
Calamos Wealth Management
Illinois
$205K +$203K +6,366 New
HCA
869
Harbour Capital Advisors
Virginia
$205K -$55.9K -1,755 -21%
VCP
870
Verus Capital Partners
Arizona
$202K -$11.2K -350 -5%
OBWG
871
Onyx Bridge Wealth Group
New York
$201K +$206K +6,452 New
G
872
GenTrust
Florida
$201K +$198K +6,225 New
MAG
873
Mokosak Advisory Group
Iowa
$200K +$198K +6,206 New
CA
874
Continuum Advisory
Idaho
$195K +$198K +6,201 New
IWA
875
Icon Wealth Advisors
Texas
$194K -$5.61K -176 -3%

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.