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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
FWA
851
FSC Wealth Advisors
New York
$210K +$24.1K +750 +13%
CA
852
Continuum Advisory
Idaho
$209K +$15.6K +484 +8%
WMA
853
Wealth Management Associates
New Jersey
$209K -$10.1K -315 -5%
AA
854
Advisory Alpha
Michigan
$208K -$30.3K -943 -13%
CAMG
855
CWA Asset Management Group
Florida
$206K +$200K +6,203 New
JEST
856
JTC Employer Solutions Trustee
Jersey
$206K
OFG
857
Omega Financial Group
California
$204K -$59K -1,834 -23%
ATS
858
Ashton Thomas Securities
New York
$203K +$45.1K +1,400 +30%
AF
859
Advisornet Financial
Minnesota
$202K +$38.6K +1,200 +25%
FCH
860
Freestone Capital Holdings
Washington
$202K +$196K +6,075 New
MPCA
861
Madison Park Capital Advisors
Washington
$201K +$195K +6,062 New
NEAM
862
New England Asset Management
Connecticut
$199K
RFA
863
Register Financial Advisors
Georgia
$197K +$66.3K +2,059 +53%
BLC
864
Brown, Lisle/Cummings
Rhode Island
$197K -$24.7K -767 -11%
JHCP
865
Jackson Hole Capital Partners
Oklahoma
$192K +$48.3K +1,500 +35%
PCFFS
866
Pacific Center for Financial Services
California
$191K +$2.8K +87 +2%
OC
867
Oarsman Capital
Wisconsin
$188K +$182K +5,657 New
ZB
868
Zions Bancorporation
Utah
$183K
CA
869
Clearstead Advisors
Ohio
$183K +$451 +14 +0.3%
MWM
870
MGB Wealth Management
Texas
$171K +$134K +4,150 +415%
RS
871
Rakuten Securities
Japan
$168K +$64.3K +1,999 +65%
WSC
872
Wellington Shields & Co
New York
$158K +$14.5K +450 +10%
Allspring Global Investments
873
Allspring Global Investments
North Carolina
$153K +$148K +4,600 New
FFA
874
Founders Financial Alliance
North Carolina
$151K -$17.6K -548 -11%
EWM
875
EPG Wealth Management
Georgia
$139K +$135K +4,189 New

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.