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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
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$7.52M +$496K +15,402 +7%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$7.38M -$16.2K -502 -0.2%
MFIM
103
Mesirow Financial Investment Management
Illinois
$7.38M +$181K +5,612 +3%
SP
104
Stablepoint Partners
Massachusetts
$7.24M +$204K +6,329 +3%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$7.24M +$4.67M +145,230 +200%
MWA
106
Moser Wealth Advisors
Washington
$7.17M +$52.6K +1,633 +0.8%
DADC
107
D.A. Davidson & Co
Montana
$7.14M +$40.7K +1,264 +0.6%
RIL
108
Rothschild Investment LLC
Illinois
$7.08M -$134K -4,151 -2%
SIA
109
SeaBridge Investment Advisors
New Jersey
$6.82M +$57.9K +1,798 +0.9%
SFG
110
Sowa Financial Group
Rhode Island
$6.75M -$586K -18,214 -8%
Creative Planning
111
Creative Planning
Kansas
$6.5M -$144K -4,485 -2%
AWM
112
Angeles Wealth Management
California
$6.48M -$1.52M -47,225 -20%
CCM
113
Crabel Capital Management
California
$6.39M +$4.67M +145,178 +308%
DAS
114
Dynamic Advisor Solutions
Arizona
$6.39M +$47.4K +1,474 +0.8%
CWM
115
Congress Wealth Management
Massachusetts
$6.25M -$195K -6,065 -3%
IFG
116
Independent Financial Group
California
$6.16M +$360K +11,201 +6%
PAS
117
Park Avenue Securities
New York
$6.15M -$1.24M -38,556 -17%
EWA
118
Exencial Wealth Advisors
Oklahoma
$6.1M -$319K -9,922 -5%
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
$6.09M +$837K +26,000 +17%
DLCIG
120
D.L. Carlson Investment Group
New Hampshire
$6.02M +$491K +15,247 +9%
FAP
121
Financial Advisory Partners
Florida
$5.96M -$174K -5,405 -3%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$5.96M +$403K +12,521 +8%
QIM
123
Quest Investment Management
Oregon
$5.9M
CA
124
Crewe Advisors
Utah
$5.87M -$485K -15,067 -8%
AssetMark Inc
125
AssetMark Inc
California
$5.85M -$170K -5,293 -3%

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.