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iShares Preferred and Income Securities ETF

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: 3236 (+4)

5% more capital invested

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

1% more funds holding

Funds holding: 1,0311,045 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1076
Fisher Asset Management
Washington
-$310K -9,924 Closed
UWM
1077
USAdvisors Wealth Management
Minnesota
-$292K -9,379 Closed
FNB
1078
Farmers National Bank
Kentucky
-$266K -8,521 Closed
WI
1079
Wintrust Investments
Illinois
-$247K -7,915 Closed
CAP
1080
Columbia Advisory Partners
Washington
-$244K -7,833 Closed
LNB
1081
Ledyard National Bank
-$238K -7,645 Closed
MI
1082
Motiv8 Investments
Florida
-$238K -7,622 Closed
HB
1083
HTLF Bank
Colorado
-$234K -7,518 Closed
SPFA
1084
Summit Place Financial Advisors
New Jersey
-$225K -7,200 Closed
DWP
1085
Daymark Wealth Partners
Ohio
-$222K -7,121 Closed
KP
1086
Keel Point
Alabama
-$222K -7,108 Closed
VH
1087
Visionary Horizons
Tennessee
-$222K -7,107 Closed
SFP
1088
Shepherd Financial Partners
Massachusetts
-$221K -7,097 Closed
RIM
1089
Redwood Investment Management
Arizona
-$215K -6,881 Closed
1WA
1090
180 Wealth Advisors
Washington
-$205K -6,575 Closed
WC
1091
Waterloo Capital
Texas
-$201K -6,452 Closed
NEAM
1092
New England Asset Management
Connecticut
-$187K -6,000 Closed
ODG
1093
O'Dell Group
Ohio
-$154K -4,933 Closed
FWM
1094
Focused Wealth Management
New York
-$134K -4,292 Closed
AWM
1095
Able Wealth Management
New Jersey
-$131K -4,208 Closed
OP
1096
ORG Partners
Indiana
-$127K -4,056 Closed
FBC
1097
Fairfield, Bush & Co
Connecticut
-$122K -3,900 Closed
EL
1098
EMFO LLC
Florida
-$79.5K -2,550 Closed
LA
1099
LM Advisors
California
-$72.8K -2,335 Closed
PWMG
1100
Private Wealth Management Group
New Jersey
-$56.1K -1,800 Closed

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.