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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
KFI
376
Key Financial Inc
Pennsylvania
$1.07M -$2.36K -77 -0.2%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$1.06M +$17.6K +574 +2%
KIA
378
KCM Investment Advisors
California
$1.06M -$45.2K -1,476 -4%
V
379
ViaWealth
Kansas
$1.06M -$64K -2,093 -6%
FAT
380
First American Trust
California
$1.06M +$168K +5,482 +19%
PWM
381
Perigon Wealth Management
California
$1.06M -$129K -4,204 -11%
GFPC
382
Global Financial Private Client
Florida
$1.06M -$818K -26,722 -44%
PTCG
383
Pring Turner Capital Group
California
$1.05M -$18.4K -600 -2%
ACIM
384
Azimuth Capital Investment Management
Michigan
$1.05M -$87.2K -2,850 -8%
PCIA
385
Prime Capital Investment Advisors
Kansas
$1.05M +$62.5K +2,041 +6%
BOM
386
Bank of Marin
California
$1.05M -$80.2K -2,620 -7%
IA
387
IFP Advisors
Florida
$1.04M -$477K -15,573 -32%
B
388
Bellecapital
Switzerland
$1.04M
BEI
389
Benjamin Edwards Inc
Missouri
$1.04M -$446K -14,578 -30%
MIA
390
MMBG Investment Advisors
Florida
$1.04M
1832 Asset Management
391
1832 Asset Management
Ontario, Canada
$1.03M +$17.2K +563 +2%
RBC
392
Romano Brothers & Co
Illinois
$1.03M -$139K -4,549 -12%
WA
393
Wealthstar Advisors
Texas
$1.03M +$1.25K +41 +0.1%
MBT
394
Montecito Bank & Trust
California
$1.03M -$860K -28,094 -46%
LSA
395
Lion Street Advisors
Texas
$1.02M +$793K +25,910 New
BSW
396
Buckingham Strategic Wealth
Missouri
$1.02M +$37.9K +1,240 +4%
V
397
Veritable
Delaware
$1.02M -$46.1K -1,507 -4%
LNC
398
Lincoln National Corp
Pennsylvania
$1.02M -$19.1K -624 -2%
BKA
399
Brick & Kyle Associates
Pennsylvania
$1.01M +$1.1K +36 +0.1%
MWA
400
Monograph Wealth Advisors
California
$1.01M

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.