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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
SFS
326
Sowell Financial Services
Arkansas
$1.36M -$68.2K -2,122 -5%
SSW
327
Stone Summit Wealth
Florida
$1.36M +$501K +15,585 +56%
NP
328
Nilsine Partners
Colorado
$1.35M +$1.39M +43,248 New
FA
329
FC Advisory
Pennsylvania
$1.35M -$23.5K -733 -2%
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
$1.34M -$241K -7,496 -15%
CGH
331
CMG Global Holdings
Texas
$1.33M -$21.4K -665 -2%
SHFA
332
SS&H Financial Advisors
Michigan
$1.33M -$194K -6,050 -12%
ACM
333
Ascendant Capital Management
California
$1.33M +$1.36M +42,500 New
KWMG
334
King Wealth Management Group
Florida
$1.32M +$1.96K +61 +0.1%
RJT
335
Raymond James Trust
Florida
$1.31M
LIA
336
LBMC Investment Advisors
Tennessee
$1.31M +$580K +18,051 +75%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$1.29M -$3.69M -114,901 -73%
IAIM
338
Industrial Alliance Investment Management
Quebec, Canada
$1.28M -$603K -18,785 -31%
EDRH
339
Edmond de Rothschild Holding
Switzerland
$1.27M
CF
340
Centaurus Financial
California
$1.27M +$876K +27,287 +204%
GDP
341
Great Diamond Partners
Maine
$1.25M +$1.29M +40,163 New
WPC
342
White Pine Capital
Minnesota
$1.24M -$34K -1,059 -3%
PAG
343
Private Advisory Group
Washington
$1.23M -$1.26M -39,133 -50%
GPA
344
Guidance Point Advisors
Massachusetts
$1.22M +$4.53K +141 +0.4%
EAMA
345
EFG Asset Management (Americas)
Florida
$1.21M
CFG
346
Carr Financial Group
Massachusetts
$1.21M +$415K +12,931 +50%
OFG
347
Orcam Financial Group
California
$1.2M +$130K +4,035 +12%
HFG
348
Heron Financial Group
New York
$1.2M -$10.9K -340 -0.9%
PWM
349
Perigon Wealth Management
California
$1.2M -$780K -24,300 -39%
RIG
350
RiverFront Investment Group
Virginia
$1.19M -$55.5K -1,728 -4%

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.