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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
TCA
951
Trifecta Capital Advisors
Illinois
$42.2K
PK
952
Pflug Koory
Nebraska
$41K +$287 +9 +0.7%
SWM
953
Sanctuary Wealth Management
Idaho
$39.6K
CT
954
Cambridge Trust
Massachusetts
$37.1K -$7.17K -225 -16%
BCPWM
955
Bradley & Co Private Wealth Management
Florida
$36.8K
ICM
956
Islay Capital Management
Texas
$32.2K
RA
957
Ransom Advisory
Rhode Island
$32.2K +$31.9K +1,000 New
S
958
SignatureFD
Georgia
$32K +$3K +94 +10%
VL
959
Vima LLC
Michigan
$31.5K -$8.93K -280 -22%
ME
960
McIlrath & Eck
Washington
$31.3K
SL
961
Salomon & Ludwin
Virginia
$31.2K
GWANC
962
Guardian Wealth Advisors (North Carolina)
North Carolina
$31K
MRCM
963
M&R Capital Management
New Jersey
$30.6K +$22.3K +700 +280%
S
964
Sachetta
Massachusetts
$29.6K
CFS
965
CGC Financial Services
Oregon
$29.3K
UB
966
UMB Bank
Missouri
$29.3K -$27.8K -873 -49%
BFO
967
Biltmore Family Office
North Carolina
$29.2K +$28.9K +907 New
BAM
968
Bellevue Asset Management
Washington
$29.1K +$128 +4 +0.4%
RFG
969
REAP Financial Group
Texas
$28.6K +$319 +10 +1%
BHWM
970
Beaird Harris Wealth Management
Texas
$27.2K
BCV
971
Banque Cantonale Vaudoise
Switzerland
$26K +$6.38K +200 +33%
GWP
972
Gen-Wealth Partners
Michigan
$24.5K +$24.2K +760 New
GPFA
973
Game Plan Financial Advisors
Ohio
$24.2K
SAM
974
S.A. Mason
Michigan
$23.9K
RFS
975
Richardson Financial Services
Massachusetts
$23.8K +$12.4K +388 +157%

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.