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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $4.86B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 321 increasing their positions, 384 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.86% less ownership

Funds ownership: 38.76%37.9% (-0.86%)

3% less funds holding

Funds holding: 977951 (-26)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

16% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 384

29% less capital invested

Capital invested by funds: $6.81B → $4.86B (-$1.95B)

75% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $46.8M

Holders
951
Holders Change
-26
Holders Change %
-2.66%
% of All Funds
15.16%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
98
Increased
321
Reduced
384
Closed
97
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
MidWestOne Financial Group
Iowa
$2.31M +$390K +12,151 +20%
FFA
227
Fragasso Financial Advisors
Pennsylvania
$2.31M -$2.86M -89,127 -55%
AFG
228
Albion Financial Group
Utah
$2.28M -$36.9K -1,148 -2%
GAM
229
Grandview Asset Management
Pennsylvania
$2.27M -$184K -5,714 -7%
M&T Bank
230
M&T Bank
New York
$2.26M -$1.12M -34,894 -32%
SC
231
Sierra Capital
Florida
$2.23M -$219K -6,804 -9%
Barclays
232
Barclays
United Kingdom
$2.22M -$26.5M -825,912 -92%
CG
233
Colony Group
Massachusetts
$2.22M -$193K -6,022 -8%
MA
234
MONECO Advisors
Connecticut
$2.21M -$188K -5,868 -8%
KFP
235
KMG Fiduciary Partners
Ohio
$2.2M +$1.08M +33,731 +92%
SAMC
236
Spectrum Asset Management (Connecticut)
Connecticut
$2.19M +$2.25M +70,185 New
BCM
237
Brookstone Capital Management
Illinois
$2.19M -$80.5K -2,505 -3%
PSCM
238
Per Stirling Capital Management
Texas
$2.18M +$503K +15,655 +29%
GTAM
239
Global Trust Asset Management
Florida
$2.16M +$1.96K +61 +0.1%
OCBCO
240
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.15M -$80.9K -2,518 -4%
UCFA
241
United Capital Financial Advisors
Texas
$2.13M +$15.1K +470 +0.7%
BB
242
Busey Bank
Illinois
$2.11M +$48.1K +1,497 +2%
FNT
243
First National Trust
Pennsylvania
$2.1M -$78K -2,429 -3%
JPLA
244
Joseph P. Lucia & Associates
New York
$2.09M +$7.26K +226 +0.3%
HWA
245
HCR Wealth Advisors
California
$2.07M +$121K +3,757 +6%
GC
246
Guggenheim Capital
Illinois
$2.07M -$694K -21,624 -25%
TA
247
TFG Advisers
Michigan
$2.05M -$26.6K -828 -1%
Verition Fund Management
248
Verition Fund Management
Connecticut
$2.03M +$2.09M +65,000 New
DWM
249
Destination Wealth Management
California
$2.03M +$504K +15,687 +32%
SG
250
Sharper & Granite
California
$2.01M +$582K +18,130 +39%

PFF Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2023, worth a combined $4.86B — down 29% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PFF positions and 97 closed out — a net gain of 1 holder — while 321 added to existing stakes and 384 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $98.8M.

  • 951 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2023, down from 977 in Q4 2022.
  • Funds reported $4.86B of iShares Preferred and Income Securities ETF stock for Q1 2023, down 29% quarter-over-quarter.
  • 98 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2023 and 97 closed out, a net change of +1 holder.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2023 was Goldman Sachs, an estimated $53.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2023 was Fidelity Investments, an estimated $98.8M sold.

Based on aggregated 13F filings for Q1 2023.