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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
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
$4.01M -$2.07M -65,026 -34%
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$4.01M -$344K -10,791 -8%
SWP
178
Stratos Wealth Partners
Ohio
$3.96M -$34K -1,067 -0.9%
BOS
179
Bank of Stockton
California
$3.95M +$66K +2,069 +2%
CG
180
Cynosure Group
Utah
$3.95M +$1.15K +36 +0%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$3.94M +$151K +4,722 +4%
FDS
182
Freedom Day Solutions
Texas
$3.91M +$494K +15,497 +15%
FAT
183
First American Trust
California
$3.91M +$2.66M +83,397 +221%
PA
184
Perennial Advisors
New York
$3.9M +$83.2K +2,609 +2%
DLCIG
185
D.L. Carlson Investment Group
New Hampshire
$3.9M +$40.9K +1,284 +1%
DC
186
Davenport & Co
Virginia
$3.9M +$291K +9,135 +8%
MFG
187
MidWestOne Financial Group
Iowa
$3.76M +$1.21M +38,047 +48%
DIP
188
DT Investment Partners
Pennsylvania
$3.71M +$3.67M +114,976 New
BCM
189
Brookstone Capital Management
Illinois
$3.68M +$422K +13,231 +13%
GWM
190
Geneos Wealth Management
Colorado
$3.67M -$348K -10,903 -9%
OC
191
Oppenheimer & Co
New York
$3.64M +$183K +5,736 +5%
PS
192
Principal Securities
Iowa
$3.55M +$717K +22,502 +26%
CAM
193
Cresset Asset Management
Illinois
$3.42M +$390K +12,229 +13%
SFG
194
Summit Financial Group
West Virginia
$3.38M +$92.9K +2,915 +3%
SIAP
195
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.31M -$50.3K -1,579 -2%
GWM
196
GSB Wealth Management
Connecticut
$3.3M +$19.5K +611 +0.6%
XF
197
XML Financial
Maryland
$3.29M +$1.29M +40,371 +65%
WPC
198
White Pine Capital
Minnesota
$3.28M +$507K +15,890 +18%
AEPWM
199
Atlantic Edge Private Wealth Management
Florida
$3.26M +$22.3K +700 +0.7%
Renaissance Technologies
200
Renaissance Technologies
New York
$3.23M -$6.25M -195,905 -66%

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.