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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
FFA
176
Fragasso Financial Advisors
Pennsylvania
$4.11M -$234K -7,279 -6%
P
177
&Partners
Tennessee
$4.11M +$1.04M +32,252 +35%
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$4.08M -$49.8K -1,548 -1%
BEI
179
Benjamin Edwards Inc
Missouri
$4.02M +$1.99M +61,817 +104%
WPC
180
White Pine Capital
Minnesota
$4.01M +$205K +6,367 +6%
DIP
181
DT Investment Partners
Pennsylvania
$3.99M +$108K +3,344 +3%
CFMC
182
Curbstone Financial Management Corp
New Hampshire
$3.95M -$406K -12,600 -10%
PA
183
Parallel Advisors
California
$3.85M -$152K -4,732 -4%
PIWA
184
Prevail Innovative Wealth Advisors
Kansas
$3.84M +$3.72M +115,497 New
Bank of New York Mellon
185
Bank of New York Mellon
New York
$3.82M +$1.24M +38,535 +50%
MAM
186
MMA Asset Management
Pennsylvania
$3.76M +$2.57M +80,007 +197%
APWA
187
Atlas Private Wealth Advisors
New Jersey
$3.72M +$9.98K +310 +0.3%
LCM
188
Liberty Capital Management
Michigan
$3.69M -$105K -3,262 -3%
ONB
189
Old National Bancorp
Indiana
$3.69M -$412K -12,791 -10%
AI
190
Atria Investments
North Carolina
$3.68M +$115K +3,584 +3%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$3.67M +$2.09M +64,986 +145%
BHBT
192
Burke & Herbert Bank & Trust
Virginia
$3.66M -$16.7K -520 -0.5%
CAM
193
Cresset Asset Management
Illinois
$3.61M +$61.9K +1,923 +2%
DIA
194
Davidson Investment Advisors
Montana
$3.6M -$7.39M -229,723 -68%
RWP
195
RWA Wealth Partners
Massachusetts
$3.49M +$488K +15,166 +17%
ALC
196
Alexander Labrunerie & Co
Missouri
$3.49M +$6.66K +207 +0.2%
SF
197
Summit Financial
New Jersey
$3.46M +$2.08M +64,772 +164%
FWM
198
ForthRight Wealth Management
Georgia
$3.42M -$2.34M -72,818 -41%
SHF
199
Safe Harbor Fiduciary
Florida
$3.41M +$3.31M +102,761 New
GWM
200
GSB Wealth Management
Connecticut
$3.41M +$14.7K +458 +0.4%

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.