We are live on ! Find out more
PFF icon

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
IGWM
926
ICA Group Wealth Management
Colorado
$69.3K -$3.25K -102 -5%
First Manhattan
927
First Manhattan
New York
$69.3K -$5.29K -166 -7%
CMANY
928
Capital Management Associates (New York)
New York
$69.2K
PA
929
PSI Advisors
Florida
$68.4K -$8.96K -281 -12%
RFA
930
Register Financial Advisors
Georgia
$67K +$223 +7 +0.3%
WB
931
Webster Bank
Connecticut
$60.2K +$15.4K +482 +35%
HBW
932
Hazlett, Burt & Watson
West Virginia
$60K
OC
933
Oakworth Capital
Alabama
$59.1K -$32.6K -1,023 -36%
LFG
934
Larson Financial Group
Missouri
$58.9K +$10K +314 +21%
WIC
935
Woodmont Investment Counsel
Tennessee
$58K +$57.3K +1,798 New
CWP
936
Concord Wealth Partners
Virginia
$57.8K +$29K +910 +103%
FFWM
937
Future Financial Wealth Management
Ohio
$56.4K +$55.8K +1,750 New
LFA
938
LGT Financial Advisors
Texas
$55.3K +$351 +11 +0.6%
PP
939
Pacifica Partners
Canada
$54.7K -$3.83K -120 -7%
FIM
940
Fernwood Investment Management
Massachusetts
$53.8K +$53.2K +1,670 New
PGAM
941
Princeton Global Asset Management
New Jersey
$53.2K
TPCM
942
Templeton & Phillips Capital Management
Tennessee
$49.3K +$48.8K +1,530 New
GBT
943
Grove Bank & Trust
Florida
$49.2K +$48.6K +1,525 New
HR
944
Howe & Rusling
New York
$48.4K
FMII
945
Farmers & Merchants Investments Inc
Nebraska
$48.3K
SR
946
Syntax Research
Florida
$47K
WSCM
947
Wellington Shields Capital Management
New York
$46.1K +$96 +3 +0.2%
SWM
948
Sugarloaf Wealth Management
Georgia
$45.3K -$20.4K -640 -31%
JFG
949
JDM Financial Group
Texas
$45.3K
OLVIG
950
Oliver Lagore Vanvalin Investment Group
Michigan
$43.4K -$383 -12 -0.9%

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.