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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
AWM
301
Accel Wealth Management
Iowa
$1.59M -$739 -23 -0%
IA
302
IFG Advisory
Georgia
$1.56M -$375K -11,666 -19%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$1.55M +$482 +15 +0%
Bessemer Group
304
Bessemer Group
New Jersey
$1.55M +$704K +21,925 +79%
William Blair & Company
305
William Blair & Company
Illinois
$1.53M -$223K -6,957 -12%
XF
306
XML Financial
Maryland
$1.53M +$38.8K +1,209 +3%
PIMG
307
Patriot Investment Management Group
Tennessee
$1.53M -$3.05K -95 -0.2%
SLWA
308
San Luis Wealth Advisors
California
$1.51M +$1.55M +48,223 New
WC
309
Whitney & Co
New York
$1.51M -$2.41K -75 -0.2%
BEI
310
Benjamin Edwards Inc
Missouri
$1.5M +$53.1K +1,654 +4%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$133K +4,145 +9%
CT
312
Coastline Trust
Rhode Island
$1.5M -$19.3K -600 -1%
FFN
313
Focus Financial Network
Minnesota
$1.48M +$14.8K +462 +1%
TCM
314
Telos Capital Management
California
$1.47M -$1.04M -32,240 -41%
MOS
315
MGO One Seven
Ohio
$1.45M -$67.7K -2,107 -4%
IWC
316
Integrated Wealth Concepts
Massachusetts
$1.44M +$868K +27,023 +141%
AAS
317
Annex Advisory Services
Wisconsin
$1.44M -$299K -9,306 -17%
EWA
318
Etesian Wealth Advisors
Oregon
$1.44M -$77.8K -2,423 -5%
FNC
319
First National Corp
Massachusetts
$1.43M +$154K +4,798 +12%
APWA
320
Atlas Private Wealth Advisors
New Jersey
$1.42M -$16.1K -500 -1%
BAM
321
Brave Asset Management
New Jersey
$1.42M +$632K +19,680 +76%
CS
322
Comerica Securities
Michigan
$1.4M +$1.15M +35,757 +391%
CFGS
323
Concourse Financial Group Securities
Alabama
$1.39M -$157K -4,893 -10%
FFBTD
324
First Financial Bank - Trust Division
Ohio
$1.39M -$17.6K -548 -1%
BAM
325
Baldrige Asset Management
Pennsylvania
$1.36M -$106K -3,305 -7%

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.