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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
LOIP
876
Live Oak Investment Partners
Texas
$137K
HCM
877
Hollencrest Capital Management
California
$135K +$2K +62 +2%
RMC
878
Resources Management Corp
Connecticut
$135K -$20.3K -630 -13%
SIS
879
Sound Income Strategies
Florida
$134K -$35.9K -1,115 -22%
BWL
880
Bogart Wealth LLC
Virginia
$134K +$15.2K +471 +13%
Citadel Advisors
881
Citadel Advisors
Florida
$132K -$2.22M -69,019 -95%
NL
882
NVWM LLC
Pennsylvania
$131K -$225 -7 -0.2%
CFD
883
Creative Financial Designs
Indiana
$130K +$3.22K +100 +3%
USB
884
Union Savings Bank
Connecticut
$124K
CSC
885
Cove Street Capital
California
$116K +$113K +3,500 New
LFG
886
Larson Financial Group
Missouri
$116K +$17K +527 +18%
PP
887
Pacifica Partners
Canada
$116K -$6.82K -212 -6%
SMA
888
Sage Mountain Advisors
Georgia
$116K
GT
889
Glenmede Trust
Pennsylvania
$109K -$18K -560 -15%
CIAS
890
Capital Investment Advisory Services
North Carolina
$109K +$97 +3 +0.1%
EWP
891
Elevation Wealth Partners
California
$109K
LFASL
892
Lugano Financial Advisors SA (LFA)
Switzerland
$106K
MCM
893
Manchester Capital Management
Vermont
$105K +$102K +3,160 New
BFP
894
Briaud Financial Planning
Texas
$104K
PCA
895
Providence Capital Advisors
North Carolina
$104K +$10.8K +336 +12%
BFPW
896
BOK Financial Private Wealth
Colorado
$101K -$46.6K -1,448 -32%
RA
897
Ransom Advisory
Rhode Island
$99.7K
NP
898
NorthRock Partners
Minnesota
$97.5K -$123K -3,837 -57%
HGERS
899
Householder Group Estate & Retirement Specialist
Arizona
$97K +$322 +10 +0.3%
CSC
900
Caldwell Sutter Capital
California
$94.7K -$26.1K -811 -22%

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.