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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
FWM
276
Finer Wealth Management
Massachusetts
$1.79M -$188K -5,845 -9%
CTC
277
Central Trust Company
Missouri
$1.79M -$14.6K -455 -0.8%
RA
278
Rockingstone Advisors
Massachusetts
$1.79M -$917K -28,538 -33%
HVIA
279
Hudson Valley Investment Advisors
New York
$1.77M -$13M -403,309 -88%
AWA
280
Aletheian Wealth Advisors
Washington
$1.77M +$653K +20,344 +56%
KBFS
281
Kohmann Bosshard Financial Services
Ohio
$1.77M -$3.02K -94 -0.2%
DSC
282
Duncker Streett & Co
Missouri
$1.74M +$1.35K +42 +0.1%
JWCA
283
J.W. Cole Advisors
Florida
$1.74M -$162K -5,039 -8%
FDS
284
Freedom Day Solutions
Texas
$1.73M +$1.28M +40,000 +285%
PWW
285
Pettyjohn Wood & White
Virginia
$1.69M -$189K -5,900 -10%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$1.68M -$30.3K -942 -2%
CANC
287
Culbertson A N & Co
Virginia
$1.68M -$186K -5,800 -10%
Asset Management One
288
Asset Management One
Japan
$1.68M +$51K +1,587 +3%
PCM
289
Palisade Capital Management
New Jersey
$1.67M
NCM
290
Noesis Capital Mangement
Florida
$1.67M
FNBOSM
291
First National Bank of South Miami
Florida
$1.64M -$126K -3,921 -7%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M -$315K -9,819 -16%
KWM
293
Kingsview Wealth Management
Oregon
$1.61M +$776K +24,150 +88%
SAG
294
SageView Advisory Group
California
$1.6M -$779K -24,248 -32%
SCA
295
Snowden Capital Advisors
New York
$1.6M -$136K -4,223 -8%
FWP
296
FAS Wealth Partners
Kansas
$1.6M -$189K -5,880 -10%
ACP
297
Aviance Capital Partners
Florida
$1.6M +$134K +4,186 +9%
MCM
298
Monument Capital Management
Virginia
$1.59M +$1.64M +50,987 New
CPIG
299
Chicago Partners Investment Group
Illinois
$1.59M +$5.65K +176 +0.3%
BAM
300
Banta Asset Management
California
$1.59M

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.