We are live on ! Find out more
PFF icon

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
FWA
251
FOCUS Wealth Advisors
Texas
$2M -$27K -841 -1%
LPIC
252
LeJeune Puetz Investment Counsel
Michigan
$1.99M +$5.33K +166 +0.3%
PIA
253
Powell Investment Advisors
Florida
$1.98M +$246K +7,660 +14%
CNFG
254
Creegan & Nassoura Financial Group
New Hampshire
$1.98M
WB
255
WesBanco Bank
West Virginia
$1.97M -$73.2K -2,278 -3%
SIC
256
Salem Investment Counselors
North Carolina
$1.97M +$1.25K +39 +0.1%
BST
257
Bath Savings Trust
Maine
$1.94M +$60.2K +1,874 +3%
CB
258
Community Bank
New York
$1.93M +$12.8K +400 +0.6%
IRC
259
Investors Research Corp
Georgia
$1.93M +$180K +5,613 +10%
SEI Investments
260
SEI Investments
Pennsylvania
$1.92M -$230K -7,173 -10%
MBT
261
Montecito Bank & Trust
California
$1.91M -$465K -14,467 -19%
CHC
262
City Holding Co
West Virginia
$1.91M -$41.9K -1,305 -2%
FIB
263
First Interstate Bank
Montana
$1.9M -$930K -28,965 -32%
DCM
264
Donaldson Capital Management
Indiana
$1.9M -$14.5K -453 -0.7%
GFPC
265
Global Financial Private Client
Florida
$1.89M -$323K -10,049 -14%
PWM
266
Peterson Wealth Management
Nevada
$1.88M -$43.6K -1,359 -2%
LSC
267
Logan Stone Capital
Illinois
$1.88M +$1.93M +60,171 New
AWA
268
Arete Wealth Advisors
Illinois
$1.88M +$65K +2,023 +3%
DE
269
Day & Ennis
Georgia
$1.87M -$112K -3,480 -5%
YC
270
Yarbrough Capital
Tennessee
$1.86M
RIA
271
Realta Investment Advisors
Delaware
$1.85M -$12K -373 -0.6%
IA
272
IFP Advisors
Florida
$1.83M -$895K -27,876 -36%
JWBC
273
J.W. Burns & Co
New York
$1.83M -$93.6K -2,913 -5%
CT
274
Caldwell Trust
Florida
$1.81M +$75.5K +2,351 +4%
HA
275
HFG Advisors
Ohio
$1.8M +$35.8K +1,115 +2%

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.