We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

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: 3031 (+1)

1% more funds holding

Funds holding: 1,0061,018 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1026
Wayfinding Financial
Washington
-$2.04M -64,723 Closed
R
1027
Rebalance
California
-$1.85M -58,535 Closed
GA
1028
GFS Advisors
Texas
-$117K -51,105 Closed
CW
1029
Channel Wealth
California
-$1.36M -42,973 Closed
Wolverine Trading
1030
Wolverine Trading
Illinois
-$1.15M -36,319 Closed
IAIM
1031
International Assets Investment Management
Florida
-$1.13M -35,795 Closed
Vanguard Group
1032
Vanguard Group
Pennsylvania
-$906K -28,716 Closed
B
1033
Bellecapital
Switzerland
-$852K -27,000 Closed
CA
1034
Cumberland Advisors
Florida
-$642K -20,340 Closed
FFS
1035
Founders Financial Securities
Maryland
-$598K -18,945 Closed
WCM
1036
Windham Capital Management
Massachusetts
-$592K -18,754 Closed
National Bank of Canada
1037
National Bank of Canada
Quebec, Canada
-$570K -18,230 Closed
Fisher Asset Management
1038
Fisher Asset Management
Washington
-$476K -15,079 Closed
LWM
1039
Lodestone Wealth Management
Washington
-$470K -14,907 Closed
RC
1040
Rareview Capital
Nevada
-$459K -14,564 Closed
BI
1041
Bramshill Investments
Florida
-$446K -14,138 Closed
HVIA
1042
Hudson Valley Investment Advisors
New York
-$381K -12,140 Closed
RG
1043
Rathbones Group
United Kingdom
-$354K -11,207 Closed
GS
1044
GTS Securities
New York
-$331K -10,484 Closed
SW
1045
SteelPeak Wealth
California
-$325K -10,315 Closed
MAWAG
1046
Mid-American Wealth Advisory Group
Missouri
-$321K -10,165 Closed
Tudor Investment Corp
1047
Tudor Investment Corp
Connecticut
-$259K -8,224 Closed
HFA
1048
High Falls Advisors
New York
-$249K -7,886 Closed
ES
1049
ETF Store
Kansas
-$217K -6,877 Closed
IC
1050
IEQ Capital
California
-$210K -6,641 Closed

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.