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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
AWM
151
Apollon Wealth Management
South Carolina
$4.77M -$93.8K -2,944 -2%
CASC
152
Coppell Advisory Solutions Corp
Texas
$4.76M +$4.7M +147,581 New
CFP
153
Curran Financial Partners
South Carolina
$4.74M +$99.4K +3,117 +2%
UCFA
154
United Capital Financial Advisors
Texas
$4.69M +$2.94M +92,299 +174%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$4.68M -$31.4K -985 -0.7%
Kayne Anderson Rudnick Investment Management
156
Kayne Anderson Rudnick Investment Management
California
$4.58M +$272K +8,537 +6%
RWG
157
Ratio Wealth Group
Colorado
$4.52M +$12.1K +378 +0.3%
KC
158
Kades & Cheifetz
Pennsylvania
$4.52M -$86.6K -2,717 -2%
JSL
159
JT Stratford LLC
Georgia
$4.43M +$139K +4,350 +3%
MWM
160
Moran Wealth Management
Florida
$4.37M -$2.37M -74,453 -35%
FF
161
Friedenthal Financial
New Jersey
$4.36M +$4.3M +135,002 +55,329%
BRWA
162
B. Riley Wealth Advisors
Florida
$4.31M +$480K +15,052 +12%
SWM
163
Spire Wealth Management
Virginia
$4.3M +$1.93M +60,415 +83%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$4.27M -$288K -9,046 -6%
PBK
165
Peoples Bank (Kansas)
Kansas
$4.26M -$67.9K -2,130 -2%
ONB
166
Old National Bancorp
Indiana
$4.26M -$89.8K -2,818 -2%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$4.25M +$121K +3,795 +3%
PA
168
Parallel Advisors
California
$4.2M -$129K -4,060 -3%
COA
169
Crown Oak Advisors
California
$4.19M
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$4.17M -$4.78K -150 -0.1%
RA
171
RFG Advisory
Alabama
$4.16M +$1.38M +43,403 +51%
IFPG
172
Intrepid Financial Planning Group
Indiana
$4.15M +$4.11M +128,802 New
RWA
173
Redmont Wealth Advisors
Illinois
$4.13M +$834K +26,165 +26%
SDAM
174
Shulman DeMeo Asset Management
New York
$4.05M -$31.6K -992 -0.8%
LCM
175
Liberty Capital Management
Michigan
$4.03M -$1.34M -41,990 -25%

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.