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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
EIP
451
Easterly Investment Partners
Massachusetts
$777K
AAP
452
Arax Advisory Partners
Colorado
$774K +$79K +2,460 +11%
MC
453
Moors & Cabot
Massachusetts
$759K -$44K -1,370 -5%
SC
454
Scotia Capital
Ontario, Canada
$756K +$15.9K +496 +2%
BRM
455
Boston Research & Management
Massachusetts
$754K +$22.7K +707 +3%
Wolverine Trading
456
Wolverine Trading
Illinois
$753K -$1.47M -45,858 -65%
LWA
457
Lineweaver Wealth Advisors
Ohio
$746K +$193 +6 +0%
ZIM
458
Zacks Investment Management
Illinois
$745K -$7.01M -218,179 -90%
TW
459
Transform Wealth
Colorado
$739K +$760K +23,672 New
HVM
460
Harvest Volatility Management
Connecticut
$736K
SFA
461
Sequoia Financial Advisors
Ohio
$730K +$144K +4,478 +24%
MAM
462
Milestone Asset Management
Pennsylvania
$725K -$28.6K -891 -4%
CAL
463
Capital Advisors Ltd
Ohio
$724K -$8.61K -268 -1%
DCM
464
Delta Capital Management
New Jersey
$719K
DA
465
Detalus Advisors
Missouri
$716K -$16.3K -507 -2%
BSA
466
Bull Street Advisors
Georgia
$714K -$94.7K -2,950 -11%
FPAS
467
Focus Partners Advisor Solutions
Missouri
$711K +$402K +12,511 +122%
MWM
468
Mission Wealth Management
California
$711K +$731K +22,762 New
PTC
469
Private Trust Company
Ohio
$706K +$63.6K +1,979 +10%
SAM
470
Sawgrass Asset Management
Florida
$703K
EW
471
Evoke Wealth
California
$700K +$2.44K +76 +0.3%
BJL
472
Brighton Jones LLC
Washington
$699K -$37.4K -1,166 -5%
EW
473
Enzi Wealth
Texas
$699K -$1.21M -37,565 -63%
NSIM
474
North Star Investment Management
Illinois
$699K -$387K -12,039 -35%
AUB
475
Atlantic Union Bankshares
Virginia
$696K +$6.42K +200 +0.9%

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.