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iShares Preferred and Income Securities ETF

960 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 319 increasing their positions, 406 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

3% more capital invested

Capital invested by funds: $4.86B → $5B (+$137M)

1% more funds holding

Funds holding: 951960 (+9)

0.47% more ownership

Funds ownership: 37.9%38.37% (+0.47%)

2% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $14.9M

21% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 406

Holders
960
Holders Change
+9
Holders Change %
+0.95%
% of All Funds
15.07%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
92
Increased
319
Reduced
406
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$1.24M -$135K -4,408 -10%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$1.22M -$444K -14,519 -27%
Balyasny Asset Management
353
Balyasny Asset Management
Illinois
$1.22M +$1.2M +39,379 New
IAN
354
Integrated Advisors Network
Texas
$1.22M +$109K +3,565 +10%
EAMA
355
EFG Asset Management (Americas)
Florida
$1.21M +$5.66K +185 +0.5%
ECI
356
EFG Capital International
Florida
$1.21M +$1.19M +39,023 New
BCM
357
Bowie Capital Management
Texas
$1.21M +$275K +9,000 +30%
MCC
358
Money Concepts Capital
Florida
$1.21M -$2.36M -77,039 -66%
MWM
359
Modera Wealth Management
New Jersey
$1.2M +$1.19M +38,899 New
EFS
360
Essex Financial Services
Connecticut
$1.19M +$269K +8,799 +30%
HFG
361
Heron Financial Group
New York
$1.19M -$612 -20 -0.1%
IAS
362
Insigneo Advisory Services
Florida
$1.18M +$925K +30,215 +384%
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$1.14M
RIG
364
RiverFront Investment Group
Virginia
$1.14M -$40.5K -1,324 -3%
Barclays
365
Barclays
United Kingdom
$1.14M -$1.05M -34,400 -48%
EDRH
366
Edmond de Rothschild Holding
Switzerland
$1.14M -$119K -3,880 -10%
OFG
367
Orcam Financial Group
California
$1.14M -$56.5K -1,846 -5%
CC
368
Cornerstone Capital
California
$1.12M +$306 +10 +0%
TH
369
TCTC Holdings
Texas
$1.12M +$294K +9,599 +36%
BJL
370
Brighton Jones LLC
Washington
$1.12M +$423K +13,830 +62%
SFC
371
Strategic Financial Concepts
Texas
$1.09M +$62.1K +2,028 +6%
GPA
372
Guidance Point Advisors
Massachusetts
$1.09M -$110K -3,591 -9%
PFT
373
Providence First Trust
Arizona
$1.09M +$9.18K +300 +0.9%
AAG
374
Armstrong Advisory Group
Massachusetts
$1.09M +$70.7K +2,312 +7%
ES
375
Eagle Strategies
New York
$1.07M +$1.06M +34,697 New

PFF Hedge Fund Activity: Q2 2023 in Review

960 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2023, worth a combined $5B — up 2.8% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PFF positions and 74 closed out — a net gain of 18 holders — while 319 added to existing stakes and 406 trimmed.

The largest buyer was Bank of America, adding an estimated $44.5M. The largest seller was Goldman Sachs, cutting an estimated $41.2M.

  • 960 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2023, up from 951 in Q1 2023.
  • Funds reported $5B of iShares Preferred and Income Securities ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 92 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2023 and 74 closed out, a net change of +18 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2023 was Bank of America, an estimated $44.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2023 was Goldman Sachs, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2023.