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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
CI
76
Conning Inc
Connecticut
$12.6M
DAS
77
Diversify Advisory Services
Utah
$12.5M +$12.4M +388,376 New
HH
78
Hilltop Holdings
Texas
$12M +$8.52M +267,364 +252%
SF
79
Synovus Financial
Georgia
$11.7M +$379K +11,875 +3%
NCM
80
Northside Capital Management
Oregon
$11.4M -$1.69M -53,055 -13%
BI
81
Ballast Inc
Kentucky
$10.9M +$370K +11,600 +4%
AWS
82
Atria Wealth Solutions
New York
$10.8M +$664K +20,819 +7%
DIA
83
Davidson Investment Advisors
Montana
$10.6M +$1.2M +37,743 +13%
Capstone Investment Advisors
84
Capstone Investment Advisors
New York
$10.6M +$765K +24,000 +8%
RIA
85
Regal Investment Advisors
Michigan
$10.3M -$284K -8,908 -3%
PI
86
Parkside Investments
Illinois
$9.93M -$97.6K -3,061 -1%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$9.9M -$473K -14,853 -5%
AAS
88
Avantax Advisory Services
Texas
$9.7M +$2.03M +63,706 +27%
CFO
89
Collective Family Office
Pennsylvania
$9.57M -$344K -10,779 -4%
WCA
90
Westover Capital Advisors
Delaware
$9.55M +$232K +7,274 +3%
NA
91
NewEdge Advisors
Louisiana
$9.5M +$1.75M +54,849 +23%
CS
92
Capital Square
Tennessee
$9.05M +$8.95M +280,733 New
CCMG
93
Clark Capital Management Group
Pennsylvania
$8.79M +$3.1M +97,184 +55%
SPIA
94
Steward Partners Investment Advisory
New York
$8.7M +$1.48M +46,345 +21%
Jane Street
95
Jane Street
New York
$8.61M +$8.13M +255,111 +2,108%
SAMC
96
Spectrum Asset Management (Connecticut)
Connecticut
$8.49M +$1.29M +40,484 +18%
VW
97
Vantage Wealth
California
$8.18M -$1.12M -35,050 -12%
PAG
98
Private Advisor Group
New Jersey
$8.1M +$1.12M +34,987 +16%
SFG
99
Sowa Financial Group
Rhode Island
$7.97M
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$7.92M +$7.14M +223,980 +1,022%

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.