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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
Millennium Management
1051
Millennium Management
New York
– -$14.5M -464,424 Closed
CC
1052
Centiva Capital
New York
– -$9.36M -300,000 Closed
WCM
1053
Winthrop Capital Management
Indiana
– -$3.69M -118,457 Closed
GBWM
1054
Granite Bay Wealth Management
New Hampshire
– -$2.52M -84,000 Closed
LCWP
1055
Legacy Capital Wealth Partners
Arkansas
– -$2.23M -71,559 Closed
PWMG
1056
Pinnacle Wealth Management Group
Michigan
– -$1.67M -53,646 Closed
PCM
1057
Palisade Capital Management
New Jersey
– -$1.67M -53,500 Closed
Verition Fund Management
1058
Verition Fund Management
Connecticut
– -$1.38M -44,386 Closed
DI
1059
DAGCO Inc
Ohio
– -$1.34M -42,832 Closed
Capital Fund Management (CFM)
1060
Capital Fund Management (CFM)
France
– -$1.06M -33,953 Closed
RWIA
1061
Roger Wittlin Investment Advisory
California
– -$742K -23,771 Closed
CP
1062
Canopy Partners
Ohio
– -$686K -21,980 Closed
DIA
1063
Dana Investment Advisors
Wisconsin
– -$673K -21,589 Closed
CCM
1064
Cox Capital Management
Massachusetts
– -$649K -20,805 Closed
DFCM
1065
Dark Forest Capital Management
Puerto Rico
– -$603K -19,329 Closed
IIC
1066
Ironwood Investment Counsel
Arizona
– -$596K -19,105 Closed
CSPAM
1067
Cary Street Partners Asset Management
Virginia
– -$538K -17,241 Closed
GC
1068
Guidance Capital
Kentucky
– -$484K -15,530 Closed
Toronto Dominion Bank
1069
Toronto Dominion Bank
Ontario, Canada
– -$397K -12,735 Closed
SG
1070
Somerset Group
Minnesota
– -$395K -12,650 Closed
BNP Paribas Financial Markets
1071
BNP Paribas Financial Markets
France
– -$356K -11,418 Closed
RFN
1072
RDA Financial Network
Iowa
– -$337K -10,812 Closed
MYIA
1073
Mount Yale Investment Advisors
Colorado
– -$336K -10,785 Closed
KC
1074
Kinloch Capital
Virginia
– -$331K -10,617 Closed
KF
1075
Krilogy Financial
Missouri
– -$314K -10,059 Closed
41 42
43
44 45

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.