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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
HFA
376
High Falls Advisors
New York
$1.06M -$371K -11,544 -25%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$1.06M +$41K +1,277 +4%
MIA
378
MMBG Investment Advisors
Florida
$1.05M
B
379
Bellecapital
Switzerland
$1.05M
RWIA
380
Roger Wittlin Investment Advisory
California
$1.04M -$37.4K -1,163 -3%
LNC
381
Lincoln National Corp
Pennsylvania
$1.04M -$194K -6,036 -15%
SFC
382
Strategic Financial Concepts
Texas
$1.04M +$1.07M +33,361 New
CCM
383
Crabel Capital Management
California
$1.04M -$646K -20,118 -38%
WA
384
Wealthstar Advisors
Texas
$1.04M -$47K -1,463 -4%
TPWM
385
Twelve Points Wealth Management
Massachusetts
$1.03M -$84.9K -2,645 -7%
HTC
386
Haverford Trust Company
Pennsylvania
$1.03M
BIA
387
Benchmark Investment Advisors
Illinois
$1.03M +$189K +5,900 +22%
AAG
388
Armstrong Advisory Group
Massachusetts
$1.03M -$20.3K -633 -2%
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$1.03M -$92.3K -2,874 -8%
BKA
390
Brick & Kyle Associates
Pennsylvania
$1.02M +$5.59K +174 +0.5%
MWA
391
Monograph Wealth Advisors
California
$1.02M
WCM
392
Windham Capital Management
Massachusetts
$1.01M +$1.04M +32,459 New
IIM
393
Ipswich Investment Management
Massachusetts
$1.01M +$29.7K +925 +3%
SRC
394
Shufro Rose & Co
New York
$1M
CWM
395
ClientFirst Wealth Management
Arkansas
$1M
WCM
396
Wavelength Capital Management
Connecticut
$1M +$1.03M +32,100 New
PCIA
397
Prime Capital Investment Advisors
Kansas
$994K -$392K -12,197 -28%
RWM
398
Ritholtz Wealth Management
New York
$994K -$2.86K -89 -0.3%
NAG
399
Northstar Advisory Group
New Jersey
$991K -$36.4K -1,134 -3%
Neuberger Berman Group
400
Neuberger Berman Group
New York
$978K -$9.96K -310 -1%

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.