iShares Preferred and Income Securities ETF
1,067 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 382 increasing their positions, 395 reducing their positions, and 68 closing their positions.
96% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 68
5% more funds holding
Funds holding: 1,018 → 1,067 (+49)
1.7% more ownership
Funds ownership: 39.1% → 40.8% (+1.7%)
4% more capital invested
Capital invested by funds: $6.03B → $6.27B (+$234M)
3% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 395
10% less funds holding in top 10
Funds holding in top 10: 31 → 28 (-3)
76% less call options, than puts
Call options by funds: $7.91M | Put options by funds: $33.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$41.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$39.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$36.6M |
| 4 |
Morgan Stanley
New York
|
+$34.2M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$59.4M |
| 2 |
HF
HRT Financial
New York
|
-$28M |
| 3 |
Goldman Sachs
New York
|
-$22.2M |
| 4 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$19.6M |
| 5 |
FWP
Falcon Wealth Planning
Ontario,
California
|
-$18.8M |
PFF Hedge Fund Activity: Q4 2024 in Review
1,067 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2024, worth a combined $6.27B — up 3.9% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new PFF positions and 68 closed out — a net gain of 65 holders — while 382 added to existing stakes and 395 trimmed.
The largest buyer was LPL Financial, adding an estimated $41.7M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $59.4M sold.
- 1,067 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2024, up from 1,018 in Q3 2024.
- Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2024, up 3.9% quarter-over-quarter.
- 133 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2024 and 68 closed out, a net change of +65 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q4 2024 was LPL Financial, an estimated $41.7M added.
- The largest iShares Preferred and Income Securities ETF seller in Q4 2024 was Orgel Wealth Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q4 2024.