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iShares Preferred and Income Securities ETF
PFF

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: 32 → 36 (+4)

5% more capital invested

Capital invested by funds: $5.92B → $6.22B (+$300M)

1% more funds holding

Funds holding: 1,031 → 1,045 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$144M
2
Bank of America
Bank of America
North Carolina
+$94.4M
3
Goldman Sachs
Goldman Sachs
New York
+$84.7M
4
GAA
Global Assets Advisory
Florida
+$81.9M
5
HF
HRT Financial
New York
+$51.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$478M
2
Cohen & Steers
Cohen & Steers
New York
-$95.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$23.1M
4
N
Nuveen
North Carolina
-$20M
5
WBG
Wharton Business Group
Pennsylvania
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1026
Wolff Wiese Magana
California
$3.61K – – –
FGAM
1027
Financial Gravity Asset Management
Texas
$3.53K -$155K -4,864 -98%
WAM
1028
Wolverine Asset Management
Illinois
$3.22K – – –
JFA
1029
JNBA Financial Advisors
Minnesota
$3.03K – – –
BONH
1030
Bank of New Hampshire
New Hampshire
$2.77K -$13.5K -424 -83%
WWP
1031
WR Wealth Planners
Missouri
$2.74K +$2.71K +85 New
PS
1032
PayPay Securities
Japan
$2.29K +$32 +1 +1%
CPBTD
1033
Central Pacific Bank - Trust Division
Hawaii
$2.09K +$2.07K +65 New
SC
1034
Solstein Capital
California
$1.93K – – –
CMA
1035
Cedar Mountain Advisors
Oregon
$1.68K +$1.66K +52 New
PCTC
1036
Perkins Coie Trust Company
Washington
$1.61K – – –
DF
1037
Dunhill Financial
United Kingdom
$1.5K – – –
SAM
1038
Smartleaf Asset Management
Massachusetts
$1.42K -$28.5K -895 -95%
CCMI
1039
Creative Capital Management Investments
California
$1.06K +$1.05K +33 New
HFS
1040
Horizon Financial Services
North Carolina
$1.03K +$1.02K +32 New
GWSA
1041
Global Wealth Strategies & Associates
Colorado
$774 -$669 -21 -47%
SFA
1042
Semmax Financial Advisors
North Carolina
$430 – – –
DFA
1043
DHJJ Financial Advisors
Illinois
$387 – – –
DCM
1044
Davis Capital Management
Florida
$323 – – –
IHWM
1045
Iron Horse Wealth Management
Iowa
$271 – – –
AWM
1046
Abound Wealth Management
Tennessee
$90 -$50.3K -1,578 -100%
CAM
1047
Creekmur Asset Management
Illinois
$20 -$223 -7 -88%
RPCA
1048
Running Point Capital Advisors
California
$6 – – –
GM
1049
GeoWealth Management
Illinois
$3 -$177K -5,558 Closed
N
1050
Nuveen
North Carolina
– -$20M -640,443 Closed
40 41
42
43 44

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.