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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
NW
101
NewEdge Wealth
Pennsylvania
$7.87M -$560K -17,574 -7%
AWM
102
Angeles Wealth Management
California
$7.75M +$699K +21,934 +10%
AllianceBernstein
103
AllianceBernstein
Tennessee
$7.55M -$535K -16,784 -7%
FSC
104
Full Sail Capital
Oklahoma
$7.52M -$15.5K -485 -0.2%
GCA
105
Greenwood Capital Associates
South Carolina
$7.5M -$1.53M -47,868 -17%
HNB
106
Huntington National Bank
Ohio
$7.49M
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$7.28M +$81.9K +2,570 +1%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$7.26M -$8.29K -260 -0.1%
Comerica Bank
109
Comerica Bank
Texas
$7.21M +$130K +4,076 +2%
PAS
110
Park Avenue Securities
New York
$7.19M +$1.47M +46,102 +26%
DADC
111
D.A. Davidson & Co
Montana
$7.06M +$561K +17,583 +9%
RIL
112
Rothschild Investment LLC
Illinois
$7.06M -$14.8K -465 -0.2%
MWA
113
Moser Wealth Advisors
Washington
$7.01M -$57.9K -1,816 -0.8%
EWA
114
Exencial Wealth Advisors
Oklahoma
$7.01M -$372K -11,679 -5%
CA
115
Crewe Advisors
Utah
$6.88M -$1.89M -59,328 -22%
MFIM
116
Mesirow Financial Investment Management
Illinois
$6.81M +$887K +27,835 +15%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$6.79M +$2.23M +69,800 +50%
FAP
118
Financial Advisory Partners
Florida
$6.74M -$137K -4,308 -2%
AssetMark Inc
119
AssetMark Inc
California
$6.72M +$124K +3,884 +2%
Creative Planning
120
Creative Planning
Kansas
$6.6M +$626K +19,646 +11%
SIA
121
SeaBridge Investment Advisors
New Jersey
$6.57M +$3.8M +119,056 +140%
FWM
122
ForthRight Wealth Management
Georgia
$6.56M -$478K -14,980 -7%
SP
123
Stablepoint Partners
Massachusetts
$6.33M +$618K +19,401 +11%
ANTB
124
AMG National Trust Bank
Colorado
$6.24M +$2.49M +78,030 +68%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$6.18M +$1.16M +36,371 +23%

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.