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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
FGA
126
Fortis Group Advisors
New Jersey
$6.08M +$5.95M +186,686 +9,151%
TB
127
Treynor Bancshares
Iowa
$6.06M -$6.09K -191 -0.1%
DAS
128
Dynamic Advisor Solutions
Arizona
$6.01M -$290K -9,093 -5%
BWG
129
Balanced Wealth Group
Ohio
$5.91M +$335K +10,497 +5%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$5.86M -$1.54M -48,450 -21%
QIM
131
Quest Investment Management
Oregon
$5.72M
Lido Advisors
132
Lido Advisors
California
$5.54M +$387K +12,148 +8%
WA
133
Waverly Advisors
Alabama
$5.48M +$3.36M +105,439 +164%
HFRG
134
Houlihan Financial Resource Group
Virginia
$5.44M +$45.9K +1,440 +0.9%
PFS
135
Prospera Financial Services
Texas
$5.36M +$706K +22,141 +15%
FFA
136
Fragasso Financial Advisors
Pennsylvania
$5.36M -$413K -12,949 -7%
BCI
137
Brinker Capital Investments
Pennsylvania
$5.34M -$6.64M -208,359 -56%
OPS
138
Orion Portfolio Solutions
Nebraska
$5.34M -$6.64M -208,359 -56%
BFC
139
Blue Fin Capital
Rhode Island
$5.25M +$16.8K +526 +0.3%
LNC
140
Lincoln National Corp
Pennsylvania
$5.24M +$211K +6,631 +4%
PA
141
Procyon Advisors
Connecticut
$5.15M -$8.41M -263,847 -62%
BAM
142
BOS Asset Management
Illinois
$5.12M -$1.24K -39 -0%
BHWA
143
Beacon Harbor Wealth Advisors
Virginia
$5.07M +$3.98M +124,915 +387%
Prudential Financial
144
Prudential Financial
New Jersey
$5.03M -$83.4K -2,616 -2%
CWS
145
Cypress Wealth Services
California
$5M -$98K -3,073 -2%
KV
146
Kickstand Ventures
New York
$4.97M +$372K +11,664 +8%
ASFA
147
All Season Financial Advisors
Colorado
$4.93M +$993K +31,163 +26%
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$4.89M +$518K +16,236 +12%
IFG
149
Independent Financial Group
California
$4.88M -$129K -4,041 -3%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$4.83M +$158K +4,954 +3%

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.