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
SFP
1051
Sandbox Financial Partners
Maryland
-$207K -6,557 Closed
EA
1052
Everpar Advisors
Oklahoma
-$205K -6,500 Closed
RT
1053
Rockland Trust
Massachusetts
-$204K -6,470 Closed
JIR
1054
James Investment Research
Ohio
-$202K -6,416 Closed
HT
1055
Headlands Technologies
Illinois
-$173K -5,472 Closed
MCA
1056
Maryland Capital Advisors
Maryland
-$159K -5,040 Closed
LIA
1057
Lynx Investment Advisory
District of Columbia
-$158K -5,008 Closed
ACA
1058
Atlas Capital Advisors
Wyoming
-$95.5K -3,027 Closed
NFSG
1059
Newbridge Financial Services Group
Florida
-$41.6K -1,317 Closed
BFO
1060
Biltmore Family Office
North Carolina
-$28.6K -907 Closed
VCM
1061
Viewpoint Capital Management
Washington
-$27.1K -859 Closed
OWA
1062
Opal Wealth Advisors
New York
-$21.6K -684 Closed
TWP
1063
Triad Wealth Partners
Kansas
-$19.8K -627 Closed
KFS
1064
Kelly Financial Services
Massachusetts
-$13K -413 Closed
AA
1065
Addison Advisors
Vermont
-$10.7K -339 Closed
AP
1066
Aspect Partners
Virginia
-$10.5K -334 Closed
GLR
1067
Great Lakes Retirement
Ohio
-$7.85K -249 Closed
AWM
1068
Abound Wealth Management
Tennessee
-$3.44K -109 Closed
CMA
1069
Cedar Mountain Advisors
Oregon
-$1.64K -52 Closed
VFA
1070
Values First Advisors
Tennessee
-$1.58K -50 Closed
DF
1071
Dunhill Financial
United Kingdom
-$1.49K -47 Closed
T
1072
Tidemark
California
-$1.1K -35 Closed
MFA
1073
McClarren Financial Advisors
Pennsylvania
-$81K -31 Closed
RFG
1074
REAP Financial Group
Texas
-$57 -2 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.