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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
PFS
126
Prospera Financial Services
Texas
$5.82M -$1.2M -37,364 -18%
IFPG
127
Intrepid Financial Planning Group
Indiana
$5.8M +$240K +7,457 +4%
FDS
128
Freedom Day Solutions
Texas
$5.72M +$608K +18,900 +12%
BHWA
129
Beacon Harbor Wealth Advisors
Virginia
$5.64M +$256K +7,944 +5%
HFRG
130
Houlihan Financial Resource Group
Virginia
$5.6M +$5.42M +168,537 New
BFC
131
Blue Fin Capital
Rhode Island
$5.5M +$34.3K +1,065 +0.6%
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$5.46M +$780K +24,231 +17%
OC
133
Oppenheimer & Co
New York
$5.45M +$471K +14,644 +10%
CFP
134
Curran Financial Partners
South Carolina
$5.37M +$301K +9,345 +6%
WA
135
Waverly Advisors
Alabama
$5.37M -$96.9K -3,011 -2%
BRWA
136
B. Riley Wealth Advisors
Florida
$5.29M +$570K +17,715 +13%
BAM
137
BOS Asset Management
Illinois
$5.25M +$451 +14 +0%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$5.2M -$1.39M -43,256 -22%
DC
139
Davenport & Co
Virginia
$5.19M +$756K +23,485 +18%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$5.06M -$731K -22,717 -13%
CWS
141
Cypress Wealth Services
California
$5.05M -$44.4K -1,379 -0.9%
AWM
142
Apollon Wealth Management
South Carolina
$5.02M +$463K +14,373 +11%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$5.02M +$1.89M +58,718 +64%
KC
144
Kades & Cheifetz
Pennsylvania
$4.88M +$198K +6,158 +4%
JGIA
145
Jackson Grant Investment Advisers
Connecticut
$4.87M -$9.75K -303 -0.2%
KV
146
Kickstand Ventures
New York
$4.86M +$107K +3,311 +2%
SWP
147
Stratos Wealth Partners
Ohio
$4.82M +$145K +4,514 +3%
JSL
148
JT Stratford LLC
Georgia
$4.74M +$116K +3,594 +3%
TPWA
149
TRUE Private Wealth Advisors
Oregon
$4.7M -$24M -747,056 -84%
CNBT
150
Canandaigua National Bank & Trust
New York
$4.67M +$4.52M +140,496 New

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.