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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
DC
351
Davenport & Co
Virginia
$1.19M +$410K +12,755 +50%
RBC
352
Romano Brothers & Co
Illinois
$1.18M -$36.7K -1,144 -3%
EH
353
Equitable Holdings
New York
$1.18M -$210K -6,552 -15%
BDWCC
354
B&D White Capital Company
Texas
$1.16M +$1.2M +37,217 New
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$1.16M -$13.2K -410 -1%
SWP
356
Summit Wealth Partners
Florida
$1.15M -$4.53K -141 -0.4%
ACIM
357
Azimuth Capital Investment Management
Michigan
$1.15M -$27.3K -850 -2%
V
358
ViaWealth
Kansas
$1.14M -$19.6K -609 -2%
BOM
359
Bank of Marin
California
$1.14M -$191K -5,944 -14%
CC
360
Cornerstone Capital
California
$1.13M -$380K -11,831 -25%
Lido Advisors
361
Lido Advisors
California
$1.12M -$32.1K -1,000 -3%
AWM
362
Abound Wealth Management
Tennessee
$1.12M +$144K +4,475 +14%
KIA
363
KCM Investment Advisors
California
$1.12M -$384K -11,956 -25%
IAN
364
Integrated Advisors Network
Texas
$1.12M -$1.99K -62 -0.2%
CA
365
Calton & Associates
Florida
$1.11M +$117K +3,652 +11%
PA
366
PFG Advisors
Arizona
$1.11M -$686K -21,345 -38%
LPAM
367
Lodestar Private Asset Management
California
$1.11M -$93.7K -2,917 -8%
BWA
368
Blodgett Wealth Advisors
California
$1.11M -$177K -5,500 -13%
RWA
369
Redmont Wealth Advisors
Illinois
$1.1M +$48.2K +1,501 +4%
PFT
370
Providence First Trust
Arizona
$1.09M +$53K +1,650 +5%
BWG
371
Beta Wealth Group
California
$1.08M +$1.11M +34,584 New
KFI
372
Key Financial Inc
Pennsylvania
$1.08M -$223K -6,936 -17%
PTCG
373
Pring Turner Capital Group
California
$1.08M +$59.7K +1,858 +6%
CST
374
Charles Schwab Trust
Nevada
$1.08M +$365K +11,375 +49%
V
375
Veritable
Delaware
$1.07M -$7.16K -223 -0.6%

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.