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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
BA
1001
Ballast Advisors
Minnesota
$3.32K -$3.22K -100 -50%
BONH
1002
Bank of New Hampshire
New Hampshire
$2.86K – – –
WWP
1003
WR Wealth Planners
Missouri
$2.83K – – –
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$2.16K – – –
FC
1005
Fairscale Capital
New Hampshire
$2.06K – – –
RBC
1006
Roble Belko & Company
Pennsylvania
$2K +$32 +1 +2%
SC
1007
Solstein Capital
California
$1.99K – – –
PCTC
1008
Perkins Coie Trust Company
Washington
$1.66K – – –
SAM
1009
Smartleaf Asset Management
Massachusetts
$1.39K – – –
APW
1010
Atlantic Private Wealth
North Carolina
$1.17K +$1.13K +35 New
CFS
1011
CGC Financial Services
Oregon
$1.16K – – –
RCM
1012
Raleigh Capital Management
North Carolina
$821 -$133K -4,130 -99%
GWSA
1013
Global Wealth Strategies & Associates
Colorado
$798 – – –
SFA
1014
Semmax Financial Advisors
North Carolina
$447 – – –
DFA
1015
DHJJ Financial Advisors
Illinois
$399 – – –
DCM
1016
Davis Capital Management
Florida
$335 – – –
PS
1017
PayPay Securities
Japan
$332 -$290 -9 -47%
IHWM
1018
Iron Horse Wealth Management
Iowa
$288 – – –
NMG
1019
New Millennium Group
Utah
$166 -$64 -2 -29%
CAM
1020
Creekmur Asset Management
Illinois
$21 -$2.61K -81 -99%
GM
1021
GeoWealth Management
Illinois
$3 – – –
RIM
1022
Redwood Investment Management
Arizona
– -$29.3M -929,143 Closed
SG Americas Securities
1023
SG Americas Securities
New York
– -$29.2M -924,696 Closed
SW
1024
SVB Wealth
Massachusetts
– -$23.5M -744,062 Closed
CC
1025
Centiva Capital
New York
– -$16.1M -500,000 Closed
39 40
41
42 43

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.