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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
CF
201
Centaurus Financial
California
$3.21M -$73.2K -2,295 -2%
SC
202
Sykon Capital
New York
$3.21M +$1.94M +60,950 +158%
WDA
203
Wendell David Associates
New Hampshire
$3.19M -$1.02M -32,100 -24%
ALC
204
Alexander Labrunerie & Co
Missouri
$3.17M +$3.13M +98,322 New
MA
205
Mutual Advisors
Nebraska
$3.14M -$134K -4,219 -4%
PMAM
206
Penn Mutual Asset Management
Pennsylvania
$3.14M
AI
207
Atria Investments
North Carolina
$3.13M +$166K +5,199 +6%
CAM
208
Congress Asset Management
Massachusetts
$3.09M -$83.7K -2,625 -3%
PCM
209
Palouse Capital Management
Washington
$3.03M -$198K -6,214 -6%
CST
210
Charles Schwab Trust
Nevada
$3.02M +$974K +30,546 +48%
KFP
211
KMG Fiduciary Partners
Ohio
$2.98M +$148K +4,635 +5%
HWM
212
Howard Wealth Management
Connecticut
$2.94M +$122K +3,838 +4%
SC
213
SouthState Corp
Florida
$2.93M -$395K -12,393 -12%
RBFC
214
Roman Butler Fullerton & Co
Missouri
$2.93M -$358K -11,245 -11%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$2.91M +$465K +14,595 +19%
SAG
216
SageView Advisory Group
California
$2.89M -$769K -24,117 -61%
RWP
217
RWA Wealth Partners
Massachusetts
$2.89M +$294K +9,216 +11%
BIP
218
Bouvel Investment Partners
Pennsylvania
$2.85M -$104K -3,261 -4%
DBIA
219
Dumont & Blake Investment Advisors
New Jersey
$2.78M -$5.16K -162 -0.2%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$2.78M -$86.7K -2,721 -3%
TWP
221
Tempus Wealth Planning
California
$2.78M -$21.4K -671 -0.8%
GWAM
222
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.76M +$41.3K +1,294 +2%
ES
223
Eagle Strategies
New York
$2.73M +$1.8M +56,405 +199%
NSB
224
Norway Savings Bank
Maine
$2.73M -$59.6K -1,871 -2%
DI
225
Disciplined Investments
Oklahoma
$2.71M +$4.84K +152 +0.2%

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.