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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
HI
426
Harbour Investments
Wisconsin
$865K -$12.9K -402 -1%
CHA
427
Carmichael Hill & Associates
Maryland
$863K -$18.5K -577 -2%
MPW
428
MGO Private Wealth
California
$861K -$28.1K -874 -3%
FHA
429
First Horizon Advisors
Tennessee
$854K -$193K -6,024 -18%
GLR
430
Great Lakes Retirement
Ohio
$850K +$875K +27,240 New
DWM
431
Dakota Wealth Management
Florida
$842K -$20.3K -631 -2%
TH
432
TCTC Holdings
Texas
$833K +$434K +13,500 +102%
TCA
433
Transcend Capital Advisors
New Jersey
$833K +$5.36K +167 +0.6%
SFP
434
Strategic Financial Partners
Oregon
$830K
SRC
435
Sage Rhino Capital
California
$826K +$32.4K +1,008 +4%
SCA
436
STALEY CAPITAL ADVISERS
Pennsylvania
$818K -$128K -4,000 -13%
HCM
437
Hall Capital Management
Rhode Island
$817K
Brown Advisory
438
Brown Advisory
Maryland
$817K +$6.33K +197 +0.8%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$813K -$121K -3,775 -13%
AFP
440
Ausdal Financial Partners
Iowa
$812K +$835K +26,015 New
MA
441
Montag & Associates
Georgia
$812K
LAM
442
LifePro Asset Management
California
$810K
AWS
443
AJ Wealth Strategies
New York
$806K -$11.6K -362 -1%
CW
444
Channel Wealth
California
$805K +$828K +25,773 New
PP
445
Prudential plc
United Kingdom
$802K
WWM
446
Western Wealth Management
Colorado
$802K -$98K -3,052 -11%
BAM
447
Belpointe Asset Management
Nevada
$794K -$394K -12,265 -33%
HW
448
Hancock Whitney
Mississippi
$789K +$812K +25,282 New
Millennium Management
449
Millennium Management
New York
$785K -$3.57M -111,076 -82%
TCM
450
Traynor Capital Management
Pennsylvania
$782K -$103K -3,194 -11%

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.