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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
GL
201
Graypoint LLC
New York
$3.4M +$562K +17,455 +21%
KPWS
202
Kestra Private Wealth Services
Texas
$3.39M +$1.12M +34,886 +52%
CC
203
Courier Capital
New York
$3.38M +$1.06M +32,984 +48%
TD Asset Management
204
TD Asset Management
Ontario, Canada
$3.36M +$2.34M +72,695 +263%
UCFA
205
United Capital Financial Advisors
Texas
$3.36M -$130K -4,035 -4%
FTS
206
Fifth Third Securities
Ohio
$3.31M +$146K +4,532 +5%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$3.3M +$1.37M +42,617 +75%
PMAM
208
Penn Mutual Asset Management
Pennsylvania
$3.23M
IRC
209
Investors Research Corp
Georgia
$3.2M +$371K +11,515 +14%
IAS
210
IMA Advisory Services
Colorado
$3.2M +$3.1M +96,270 New
RBFC
211
Roman Butler Fullerton & Co
Missouri
$3.2M +$133K +4,138 +5%
CB
212
Community Bank
New York
$3.19M +$374K +11,630 +14%
SC
213
SouthState Corp
Florida
$3.15M +$55K +1,708 +2%
SCM
214
SOL Capital Management
Maryland
$3.15M +$92.5K +2,875 +3%
BIP
215
Bouvel Investment Partners
Pennsylvania
$3.15M +$103K +3,201 +3%
KFP
216
KMG Fiduciary Partners
Ohio
$3.14M -$69.3K -2,152 -2%
AWA
217
Arkadios Wealth Advisors
Georgia
$3.13M +$470K +14,617 +18%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$583K +18,100 +25%
SIAP
219
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.01M -$305K -9,464 -9%
PCM
220
Palouse Capital Management
Washington
$2.97M -$92.3K -2,867 -3%
GAA
221
Global Assets Advisory
Florida
$2.95M +$136K +4,240 +5%
GWAM
222
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.93M +$64.8K +2,015 +2%
LFAS
223
Level Four Advisory Services
Texas
$2.89M +$550K +17,104 +24%
DBIA
224
Dumont & Blake Investment Advisors
New Jersey
$2.88M -$2.76M -85,763 -50%
HWM
225
Howard Wealth Management
Connecticut
$2.87M +$20.1K +623 +0.7%

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.