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iShares Preferred and Income Securities ETF
PFF

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: 30 → 31 (+1)

1% more funds holding

Funds holding: 1,006 → 1,018 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.3M
2
HF
HRT Financial
New York
+$27.2M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Wells Fargo
Wells Fargo
California
+$23M
5
LPL Financial
LPL Financial
California
+$21M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$32.9M
2
Cohen & Steers
Cohen & Steers
New York
-$31.4M
3
RIM
Redwood Investment Management
Arizona
-$29.3M
4
SG Americas Securities
SG Americas Securities
New York
-$29.2M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
976
Ridgewood Investments
New Jersey
$12.8K – – –
AWM
977
AllSquare Wealth Management
New York
$11.9K – – –
WAS
978
Winch Advisory Services
Wisconsin
$11.5K +$161 +5 +1%
CCM
979
Chilton Capital Management
Texas
$11.4K -$9.78K -304 -47%
NECFA
980
New England Capital Financial Advisors
Connecticut
$11.3K +$161 +5 +1%
CJ
981
Caitlin John
Michigan
$10.5K +$64 +2 +0.6%
MRCM
982
M&R Capital Management
New Jersey
$9.97K -$20.9K -650 -68%
BL
983
BFSG LLC
California
$9.97K – – –
GI
984
GS Investments
Minnesota
$9.97K – – –
TIM
985
Thompson Investment Management
Wisconsin
$8.31K – – –
FP
986
Financial Perspectives
Minnesota
$7.71K – – –
PS
987
Planned Solutions
California
$7.64K +$7.4K +230 New
AIA
988
Angeles Investment Advisors
California
$6.65K – – –
MLA
989
MB, Levis & Associates
Pennsylvania
$5.55K – – –
CPG
990
Cornerstone Planning Group
New Jersey
$5.34K +$64 +2 +1%
VWM
991
Venturi Wealth Management
Texas
$5.28K – – –
BCMLT
992
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.22K – – –
AIM
993
Anchor Investment Management
South Carolina
$5.01K +$32 +1 +0.7%
QCG
994
Quadrant Capital Group
Ohio
$4.99K – – –
LI
995
LRI Investments
Florida
$4.89K – – –
CB
996
CNB Bank
Pennsylvania
$4.65K – – –
PSB
997
Piscataqua Savings Bank
New Hampshire
$4.45K – – –
VCM
998
Versant Capital Management
Arizona
$4.29K -$7.37K -229 -64%
HI
999
Horizon Investments
North Carolina
$3.92K +$1.67K +52 +78%
WWM
1000
Wolff Wiese Magana
California
$3.72K – – –
38 39
40
41 42

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.