We are live on ! Find out more
PFF icon

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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$33.7M +$1.51M +46,966 +5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$33.4M -$1.7K -53 -0%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$30.5M +$31.4M +978,197 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$29.3M +$5.59M +174,120 +23%
SI
30
Stephens Inc
Arkansas
$29.2M -$1.24M -38,761 -4%
SMFG
31
Sumitomo Mitsui Financial Group
Japan
$29.1M -$3.39M -105,522 -10%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$26.6M +$27.4M +852,962 New
IWS
33
Insight Wealth Strategies
California
$26.1M -$1M -31,148 -4%
WF
34
Welch & Forbes
Massachusetts
$26M -$1.73M -53,733 -6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$24.8M +$7.84M +244,172 +44%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$24.1M -$8.81M -274,377 -26%
CWM
37
Congress Wealth Management
Massachusetts
$22.5M -$1.86M -57,923 -7%
Stifel Financial
38
Stifel Financial
Missouri
$19.8M +$1.2M +37,222 +6%
RJA
39
Raymond James & Associates
Florida
$19M -$7.71M -240,060 -28%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$18.9M +$1M +31,220 +5%
CTB
41
Country Trust Bank
Illinois
$17.8M
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$16.9M +$4.76M +148,269 +38%
CAN
43
Cetera Advisor Networks
California
$16.7M +$769K +23,948 +5%
MML Investors Services
44
MML Investors Services
Massachusetts
$16.7M -$2.65M -82,546 -13%
SF
45
Synovus Financial
Georgia
$16.5M -$4.49M -139,707 -21%
FIC
46
Family Investment Center
Missouri
$16.1M +$658K +20,500 +4%
SFWA
47
Summit Financial Wealth Advisors
Louisiana
$16.1M +$26.7K +832 +0.2%
RCI
48
RS Crum Inc
California
$16M +$4.74M +147,553 +41%
SWIG
49
Strategic Wealth Investment Group
Kentucky
$15.9M +$2.74M +85,196 +20%
TCA
50
Taconic Capital Advisors
New York
$15.6M +$16.1M +500,000 New

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.