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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
PA
151
Procyon Advisors
Connecticut
$4.65M +$43.7K +1,357 +1%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$4.63M +$955K +29,663 +27%
ES
153
Eagle Strategies
New York
$4.63M +$289K +8,989 +7%
FAT
154
First American Trust
California
$4.62M +$285K +8,850 +7%
GI
155
GAMMA Investing
California
$4.59M +$2.62M +81,500 +144%
BCI
156
Brinker Capital Investments
Pennsylvania
$4.57M -$258K -8,017 -6%
OPS
157
Orion Portfolio Solutions
Nebraska
$4.57M -$258K -8,017 -6%
EH
158
Equitable Holdings
New York
$4.53M +$850K +26,416 +24%
Kayne Anderson Rudnick Investment Management
159
Kayne Anderson Rudnick Investment Management
California
$4.49M -$105K -3,250 -2%
XF
160
XML Financial
Maryland
$4.49M +$552K +17,151 +15%
Prudential Financial
161
Prudential Financial
New Jersey
$4.49M -$558K -17,341 -11%
MWM
162
Moran Wealth Management
Florida
$4.41M -$84.4K -2,621 -2%
MFG
163
MidWestOne Financial Group
Iowa
$4.4M +$309K +9,600 +8%
FF
164
Friedenthal Financial
New Jersey
$4.39M +$4.24M +131,848 +59,931%
GCM
165
Glaxis Capital Management
Florida
$4.39M +$1.13M +35,000 +36%
PBK
166
Peoples Bank (Kansas)
Kansas
$4.38M -$15.4K -480 -0.4%
CF
167
Centaurus Financial
California
$4.38M -$96.4K -2,995 -2%
BCM
168
Brookstone Capital Management
Illinois
$4.33M +$268K +8,317 +7%
COA
169
Crown Oak Advisors
California
$4.32M
RA
170
RFG Advisory
Alabama
$4.24M +$19.1K +593 +0.5%
RWA
171
Redmont Wealth Advisors
Illinois
$4.2M -$12.4K -386 -0.3%
BWG
172
Balanced Wealth Group
Ohio
$4.16M -$2.4M -74,517 -37%
SDAM
173
Shulman DeMeo Asset Management
New York
$4.14M -$8.88K -276 -0.2%
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$4.12M -$416K -12,933 -10%
BOS
175
Bank of Stockton
California
$4.11M +$389K +12,101 +11%

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.