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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
BI
76
Ballast Inc
Kentucky
$12M +$75.8K +2,354 +0.7%
SF
77
Synovus Financial
Georgia
$11.5M -$380K -11,808 -3%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$11.5M -$842K -26,162 -7%
NCM
79
Northside Capital Management
Oregon
$11.5M -$285K -8,854 -2%
SC
80
Swan Capital
Florida
$11.4M +$3.78M +117,432 +52%
GLA
81
Good Life Advisors
Pennsylvania
$11.2M +$5.95M +184,794 +121%
RIA
82
Regal Investment Advisors
Michigan
$11.2M +$351K +10,919 +3%
ANTB
83
AMG National Trust Bank
Colorado
$10.9M +$608K +18,901 +6%
SAMC
84
Spectrum Asset Management (Connecticut)
Connecticut
$10.6M +$64.4K +2,000 +0.6%
AWS
85
Atria Wealth Solutions
New York
$10.5M -$46.1K -1,433 -0.5%
SPIA
86
Steward Partners Investment Advisory
New York
$10.4M +$229K +7,110 +2%
CFO
87
Collective Family Office
Pennsylvania
$9.59M -$112K -3,483 -1%
SAM
88
SP Asset Management
California
$9.43M -$6.73M -209,097 -42%
CCM
89
Campbell Capital Management
Florida
$9.35M -$130K -4,025 -1%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$9.22M +$115K +3,587 +1%
NA
91
NewEdge Advisors
Louisiana
$8.85M -$3.83M -118,953 -31%
VW
92
Vantage Wealth
California
$8.85M +$16.1K +500 +0.2%
HNB
93
Huntington National Bank
Ohio
$8.82M
PAG
94
Private Advisor Group
New Jersey
$8.53M +$300K +9,324 +4%
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$8.36M +$1.07M +33,322 +15%
GCA
96
Greenwood Capital Associates
South Carolina
$7.98M +$112K +3,471 +1%
AllianceBernstein
97
AllianceBernstein
Tennessee
$7.9M -$32 -1 -0%
Comerica Bank
98
Comerica Bank
Texas
$7.78M +$312K +9,708 +4%
Lido Advisors
99
Lido Advisors
California
$7.7M +$272K +8,439 +4%
FSC
100
Full Sail Capital
Oklahoma
$7.55M +$10.3K +320 +0.1%

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.