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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
HPC
976
HM Payson & Co
Maine
$22.6K
OFG
977
Oxford Financial Group
Indiana
$22.6K
VWWMG
978
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K
CCM
979
Chilton Capital Management
Texas
$20.9K -$19.9K -625 -49%
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.7K +$20.2K +635 New
GCM
981
Gables Capital Management
Florida
$19.7K
KFS
982
Kelly Financial Services
Massachusetts
$19.4K +$191 +6 +1%
CBT
983
CoreFirst Bank & Trust
Kansas
$19.3K
BCMLT
984
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K -$14.3K -450 -45%
JWM
985
Janiczek Wealth Management
Colorado
$18K -$5.07K -159 -22%
RG
986
Retirement Group
California
$17.8K +$351 +11 +2%
NRG
987
Nemes Rush Group
Michigan
$16.8K
GGI
988
Godsey & Gibb Inc
Virginia
$16.1K
HCM
989
Horrell Capital Management
Arkansas
$16K
PCG
990
PFC Capital Group
California
$16K +$15.9K +500 New
BAM
991
Byrne Asset Management
New Jersey
$15.3K
EAM
992
Eukles Asset Management
Ohio
$15.1K +$14.9K +468 New
CWAF
993
Core Wealth Advisors (Florida)
Florida
$15.1K
JWA
994
JFS Wealth Advisors
Pennsylvania
$14.5K +$8.48K +266 +144%
RA
995
Rise Advisors
New York
$14.3K +$159 +5 +1%
RF
996
Robbins Farley
New Hampshire
$14.1K +$255 +8 +2%
T
997
Tidemark
California
$13.1K -$6.89K -216 -35%
NCM
998
Northwest Capital Management
Oregon
$12.7K
AWM
999
AllSquare Wealth Management
New York
$11.5K
EW
1000
Element Wealth
Mississippi
$11.2K -$128 -4 -1%

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.