We are live on ! Find out more
PFF icon

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
AA
1001
Addison Advisors
Vermont
$10.9K -$17.5K -550 -62%
WAS
1002
Winch Advisory Services
Wisconsin
$10.9K +$128 +4 +1%
AP
1003
Aspect Partners
Virginia
$10.8K
NECFA
1004
New England Capital Financial Advisors
Connecticut
$10.6K -$8.45K -265 -45%
CJ
1005
Caitlin John
Michigan
$10.3K
BL
1006
BFSG LLC
California
$9.67K
GI
1007
GS Investments
Minnesota
$9.67K
HI
1008
Horizon Investments
North Carolina
$8.17K +$6.47K +203 +383%
TIM
1009
Thompson Investment Management
Wisconsin
$8.06K
OSNBOA
1010
Old Second National Bank of Aurora
Illinois
$7.77K -$3.48K -109 -31%
FP
1011
Financial Perspectives
Minnesota
$7.48K +$7.4K +232 New
HFS
1012
Hantz Financial Services
Michigan
$7K +$6.69K +210 New
AIA
1013
Angeles Investment Advisors
California
$6.45K
BA
1014
Ballast Advisors
Minnesota
$6.45K
IPW
1015
Impact Partnership Wealth
Georgia
$6.45K
MLA
1016
MB, Levis & Associates
Pennsylvania
$5.38K
VWM
1017
Venturi Wealth Management
Texas
$5.13K -$5.07K -159 -50%
CPG
1018
Cornerstone Planning Group
New Jersey
$5.05K
QCG
1019
Quadrant Capital Group
Ohio
$4.83K -$10.6K -331 -69%
AIM
1020
Anchor Investment Management
South Carolina
$4.83K
LI
1021
LRI Investments
Florida
$4.83K +$4.78K +150 New
HWA
1022
Heritage Wealth Advisors
Virginia
$4.67K +$4.62K +145 New
CB
1023
CNB Bank
Pennsylvania
$4.51K
PSB
1024
Piscataqua Savings Bank
New Hampshire
$4.32K
VCM
1025
Versant Capital Management
Arizona
$4.16K

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.