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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
RCM
876
Raleigh Capital Management
North Carolina
$192K +$188K +5,912 +10,372%
PAM
877
Palisade Asset Management
Minnesota
$186K +$184K +5,785 New
SIS
878
Sound Income Strategies
Florida
$185K -$16.9K -530 -8%
PCFFS
879
Pacific Center for Financial Services
California
$180K +$178K +5,578 New
GT
880
Glenmede Trust
Pennsylvania
$175K -$53.4K -1,675 -24%
CT
881
Colonial Trust
South Carolina
$173K -$1.05K -33 -0.6%
FFA
882
Founders Financial Alliance
North Carolina
$170K +$20.4K +640 +14%
RMC
883
Resources Management Corp
Connecticut
$169K +$167K +5,250 New
FIM
884
FWL Investment Management
Texas
$164K +$155K +4,850 +2,004%
JEST
885
JTC Employer Solutions Trustee
Jersey
$149K
CA
886
Clearstead Advisors
Ohio
$147K +$55.9K +1,754 +60%
BFPW
887
BOK Financial Private Wealth
Colorado
$144K +$10.4K +327 +8%
JHCP
888
Jackson Hole Capital Partners
Oklahoma
$138K
HT
889
Headlands Technologies
Illinois
$135K -$116K -3,636 -46%
EWM
890
EPG Wealth Management
Georgia
$133K +$351 +11 +0.3%
WSC
891
Wellington Shields & Co
New York
$129K +$24.1K +755 +23%
HCM
892
Hollencrest Capital Management
California
$127K +$1.37K +43 +1%
NL
893
NVWM LLC
Pennsylvania
$127K -$9.82K -308 -7%
AF
894
Advisornet Financial
Minnesota
$127K +$12.9K +404 +11%
JPWM
895
Jamison Private Wealth Management
Georgia
$125K -$116K -3,638 -48%
CFD
896
Creative Financial Designs
Indiana
$122K +$287 +9 +0.2%
USB
897
Union Savings Bank
Connecticut
$120K
CSC
898
Cove Street Capital
California
$113K +$112K +3,500 New
BWL
899
Bogart Wealth LLC
Virginia
$111K +$93.4K +2,930 +569%
CSC
900
Caldwell Sutter Capital
California
$109K +$63.8K +2,000 +144%

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.