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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
Bank of America
1
Bank of America
North Carolina
$811M +$17.2M +533,887 +2%
Morgan Stanley
2
Morgan Stanley
New York
$512M +$51.3M +1,594,721 +12%
Wells Fargo
3
Wells Fargo
California
$300M +$23M +715,040 +9%
LPL Financial
4
LPL Financial
California
$238M +$21M +651,611 +10%
UBS Group
5
UBS Group
Switzerland
$196M -$15.1M -470,128 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$160M +$9.8M +304,602 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$159M +$3.29M +102,285 +2%
Mariner
8
Mariner
Kansas
$118M +$4.33M +134,465 +4%
BlackRock
9
BlackRock
New York
$103M -$349K -10,838 -0.3%
Ameriprise
10
Ameriprise
Minnesota
$80.3M -$613K -19,060 -0.8%
US Bancorp
11
US Bancorp
Minnesota
$75.5M +$149K +4,619 +0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$68M +$516K +16,043 +0.8%
OWM
13
Orgel Wealth Management
Wisconsin
$59.4M +$666K +20,703 +1%
Truist Financial
14
Truist Financial
North Carolina
$57.7M +$3.43M +106,610 +7%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.5M +$4.48M +139,298 +9%
FIB
16
First Interstate Bank
Montana
$54.9M +$327K +10,148 +0.6%
Charles Schwab
17
Charles Schwab
California
$54.5M +$2.7M +83,785 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$51.7M
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$51.3M -$1.4M -43,489 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$48.7M +$3.37M +104,770 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$48.3M +$15.8M +491,005 +51%
HCM
22
Hilton Capital Management
New York
$48M +$7.71M +239,661 +20%
Goldman Sachs
23
Goldman Sachs
New York
$47.8M +$23.6M +732,628 +104%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$45.7M +$926K +28,759 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$45.1M -$1.96M -60,910 -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.